|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.75M
|
+$202K
|
+3,142
|
+6%
|
|
|
2
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.45M
|
-$200K
|
-3,123
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.25M
|
+$1.14M
|
+17,694
|
+98%
|
|
|
4
|
Parsec Financial Management
Asheville,
North Carolina
|
$2.24M
|
+$784K
|
+12,216
|
+52%
|
|
|
5
|
Human Investing
Lake Oswego,
Oregon
|
$1.96M
|
+$78.2K
|
+1,219
|
+4%
|
|
|
6
|
|
$1.4M
|
-$5.13M
|
-79,881
|
-78%
|
|
|
7
|
Perigon Wealth Management
San Francisco,
California
|
$769K
|
+$591K
|
+9,209
|
+306%
|
|
|
8
|
Annapolis Financial Services
Annapolis,
Maryland
|
$731K
|
+$706K
|
+10,994
|
+1,791%
|
|
|
9
|
Wedbush Securities
Los Angeles,
California
|
$727K
|
-$24.6K
|
-383
|
-3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$634K
|
+$37K
|
+576
|
+6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$625K
|
+$224K
|
+3,492
|
+54%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$523K
|
+$4.88K
|
+76
|
+0.9%
|
|
|
13
|
West Financial Advisors
Des Moines,
Iowa
|
$504K
|
-$25.5K
|
-398
|
-5%
|
|
|
14
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$471K
|
+$52K
|
+810
|
+12%
|
|
|
15
|
New York Life Investment Management
New York
|
$429K
|
+$437K
|
+6,807
|
New
|
|
|
16
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$384K
|
+$64.2K
|
+1,000
|
+20%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$356K
|
-$98.5K
|
-1,534
|
-21%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$333K
|
-$1.8K
|
-28
|
-0.5%
|
|
|
19
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$328K
|
+$334K
|
+5,211
|
New
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$308K
|
+$34.7K
|
+540
|
+12%
|
|
|
21
|
Column Capital Advisors
Indianapolis,
Indiana
|
$303K
|
+$19.2M
|
+298,354
|
+6,386%
|
|
|
22
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$302K
|
+$1.86K
|
+29
|
+0.6%
|
|
|
23
|
Level Financial Advisors
East Amherst,
New York
|
$265K
|
+$271K
|
+4,216
|
New
|
|
|
24
|
Corrigan Financial
Middletown,
Rhode Island
|
$261K
|
+$17.8K
|
+278
|
+7%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$159K
|
-$79.7K
|
-1,241
|
-33%
|
|
