|
1
|
State Street
Boston,
Massachusetts
|
$266M
|
+$2.7M
|
+139,572
|
+1%
|
|
|
2
|
Brio Consultants
San Francisco,
California
|
$14.7M
|
-$30.6K
|
-1,578
|
-0.2%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.6M
|
+$221K
|
+11,397
|
+4%
|
|
|
4
|
Altavista Wealth Management
Asheville,
North Carolina
|
$4.7M
|
+$742K
|
+38,337
|
+19%
|
|
|
5
|
Flow Traders U.S.
New York
|
$2.67M
|
+$2.65M
|
+136,608
|
New
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.53M
|
+$199K
|
+10,280
|
+9%
|
|
|
7
|
|
$1.96M
|
–
|
–
|
–
|
|
|
8
|
|
$1.88M
|
+$1.86M
|
+96,084
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
+$1.15M
|
+59,283
|
+667%
|
|
|
10
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.29M
|
+$1.28M
|
+66,071
|
New
|
|
|
11
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1M
|
–
|
–
|
–
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$743K
|
-$120K
|
-6,197
|
-14%
|
|
|
13
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$718K
|
+$7.13K
|
+368
|
+1%
|
|
|
14
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$716K
|
+$29.9K
|
+1,545
|
+4%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$537K
|
+$531K
|
+27,405
|
New
|
|
|
16
|
RDA Financial Network
Akron,
Iowa
|
$534K
|
+$44K
|
+2,274
|
+9%
|
|
|
17
|
Ruggie Capital Group
Tavares,
Florida
|
$448K
|
+$272K
|
+14,028
|
+158%
|
|
|
18
|
|
$416K
|
+$55.8K
|
+2,883
|
+16%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$278K
|
–
|
–
|
–
|
|
|
20
|
CreativeOne Wealth
Overland Park,
Kansas
|
$247K
|
+$245K
|
+12,636
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$239K
|
+$10.6K
|
+548
|
+5%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$219K
|
-$10.9K
|
-562
|
-5%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$205K
|
+$148K
|
+7,655
|
+271%
|
|
|
24
|
Continuum Advisory
Eagle,
Idaho
|
$203K
|
-$79.4K
|
-4,099
|
-28%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$168K
|
-$1.55M
|
-79,895
|
-90%
|
|
