|
1
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$22M
|
-$650K
|
-5,265
|
-3%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12.2M
|
+$821K
|
+6,649
|
+7%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.25M
|
+$5.18K
|
+42
|
+0.1%
|
|
|
4
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$6.99M
|
+$7.16M
|
+57,993
|
New
|
|
|
5
|
UMB Bank
Kansas City,
Missouri
|
$4.3M
|
-$6.54K
|
-53
|
-0.1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.48M
|
+$215K
|
+1,742
|
+6%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.16M
|
+$2.63M
|
+21,334
|
+439%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.95M
|
+$2.42M
|
+19,621
|
+405%
|
|
|
9
|
Titleist Asset Management
San Antonio,
Texas
|
$2.65M
|
+$2.72M
|
+22,020
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.47M
|
-$2.24M
|
-18,135
|
-47%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$1.63M
|
+$143K
|
+1,158
|
+9%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.49M
|
–
|
–
|
–
|
|
|
13
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.31M
|
-$36.2K
|
-293
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
+$988
|
+8
|
+0.1%
|
|
|
15
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.08M
|
-$6.79K
|
-55
|
-0.6%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.02M
|
+$649K
|
+5,260
|
+165%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.02M
|
+$649K
|
+5,260
|
+165%
|
|
|
18
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$998K
|
+$819K
|
+6,635
|
+402%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$761K
|
+$76.3K
|
+618
|
+11%
|
|
|
20
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$670K
|
–
|
–
|
–
|
|
|
21
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$654K
|
+$670K
|
+5,425
|
New
|
|
|
22
|
Smith, Moore & Co
Clayton,
Missouri
|
$606K
|
+$621K
|
+5,029
|
New
|
|
|
23
|
Caitlin John
Brighton,
Michigan
|
$558K
|
-$40K
|
-324
|
-7%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$433K
|
–
|
–
|
–
|
|
|
25
|
|
$401K
|
+$178K
|
+1,441
|
+76%
|
|
