|
1
|
|
$18.2M
|
+$11.5M
|
+153,798
|
+165%
|
|
|
2
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.72M
|
+$3.77M
|
+50,366
|
New
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.53M
|
+$42.8K
|
+572
|
+1%
|
|
|
4
|
Human Investing
Lake Oswego,
Oregon
|
$1.68M
|
+$309K
|
+4,137
|
+22%
|
|
|
5
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.2M
|
–
|
–
|
–
|
|
|
6
|
Wedbush Securities
Los Angeles,
California
|
$843K
|
+$210K
|
+2,809
|
+33%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$535K
|
+$91.9K
|
+1,229
|
+20%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$494K
|
-$4.32M
|
-57,823
|
-90%
|
|
|
9
|
West Financial Advisors
Des Moines,
Iowa
|
$472K
|
+$139K
|
+1,863
|
+41%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$384K
|
+$61.8K
|
+826
|
+19%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$372K
|
+$102K
|
+1,362
|
+37%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$294K
|
+$83.8K
|
+1,121
|
+39%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$289K
|
+$293K
|
+3,921
|
New
|
|
|
14
|
Column Capital Advisors
Indianapolis,
Indiana
|
$283K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$275K
|
+$53.9K
|
+720
|
+24%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
17
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$210K
|
+$25.4K
|
+339
|
+14%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205K
|
+$5.61K
|
+75
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$134K
|
+$136K
|
+1,821
|
New
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$128K
|
–
|
–
|
–
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
$124K
|
+$126K
|
+1,689
|
New
|
|
|
22
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$91K
|
–
|
–
|
–
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$89K
|
+$89.8K
|
+1,201
|
New
|
|
|
24
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$77K
|
+$78K
|
+1,043
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$45K
|
+$45.3K
|
+605
|
New
|
|
