|
1
|
Caprock Group
Boise,
Idaho
|
$2.66M
|
+$2.62M
|
+91,222
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
-$212K
|
-7,383
|
-8%
|
|
|
3
|
Bison Wealth
Atlanta,
Georgia
|
$1.22M
|
+$1.01K
|
+35
|
+0.1%
|
|
|
4
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.19M
|
–
|
–
|
–
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.09M
|
–
|
–
|
–
|
|
|
6
|
|
$1.02M
|
-$3.86M
|
-134,222
|
-79%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$976K
|
-$108K
|
-3,772
|
-10%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$761K
|
+$751K
|
+26,130
|
New
|
|
|
9
|
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
|
$519K
|
+$512K
|
+17,820
|
New
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$442K
|
+$436K
|
+15,158
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$430K
|
-$665K
|
-23,127
|
-61%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$372K
|
+$366K
|
+12,749
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$368K
|
+$363K
|
+12,628
|
New
|
|
|
14
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$335K
|
+$331K
|
+11,509
|
New
|
|
|
15
|
Blume Capital Management
Berkeley,
California
|
$321K
|
-$35K
|
-1,219
|
-10%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$300K
|
+$296K
|
+10,308
|
New
|
|
|
17
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$281K
|
–
|
–
|
–
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$263K
|
–
|
–
|
–
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$263K
|
–
|
–
|
–
|
|
|
20
|
HB Wealth Management
Atlanta,
Georgia
|
$263K
|
+$259K
|
+9,008
|
New
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$262K
|
+$259K
|
+9,007
|
New
|
|
|
22
|
Patten Group
Chattanooga,
Tennessee
|
$255K
|
-$5.92K
|
-206
|
-2%
|
|
|
23
|
GW & Wade
Wellesley,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$217K
|
-$1.03K
|
-36
|
-0.5%
|
|
|
25
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$217K
|
+$214K
|
+7,432
|
New
|
|
