|
1
|
First International Bank & Trust
Watford City,
North Dakota
|
$71.4M
|
-$1.94M
|
-207,309
|
-3%
|
|
|
2
|
Drake & Associates
Waukesha,
Wisconsin
|
$29.1M
|
+$28.8M
|
+3,080,511
|
New
|
|
|
3
|
Advisornet Financial
Minnetonka,
Minnesota
|
$19.6M
|
+$13.9M
|
+1,480,879
|
+243%
|
|
|
4
|
Darwin Wealth Management
Tampa,
Florida
|
$11.8M
|
+$122K
|
+13,032
|
+1%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$10M
|
-$1.1M
|
-117,198
|
-10%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.19M
|
-$1.17M
|
-124,475
|
-11%
|
|
|
7
|
Sonoma Allocations
Santa Rosa,
California
|
$4.17M
|
+$4.15M
|
+443,786
|
New
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$2.95M
|
-$52.1K
|
-5,561
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.93M
|
+$86.2K
|
+9,208
|
+3%
|
|
|
10
|
XY Planning Network
Bozeman,
Montana
|
$2.42M
|
–
|
–
|
–
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$2.16M
|
-$4.95M
|
-528,903
|
-70%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.3M
|
+$767K
|
+81,884
|
+146%
|
|
|
13
|
|
$353K
|
-$32.1K
|
-3,434
|
-8%
|
|
|
14
|
GTS Securities
Miami,
Florida
|
$195K
|
+$82.6K
|
+8,820
|
+74%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$189K
|
+$188K
|
+20,128
|
New
|
|
|
16
|
Avior Wealth Management
Omaha,
Nebraska
|
$173K
|
-$21.2K
|
-2,261
|
-11%
|
|
|
17
|
|
$165K
|
+$65.8K
|
+7,032
|
+67%
|
|
|
18
|
Encompass More Asset Management
Danville,
California
|
$114K
|
–
|
–
|
–
|
|
|
19
|
DecisionPoint Financial
Mesa,
Arizona
|
$53.2K
|
–
|
–
|
–
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$50.8K
|
–
|
–
|
–
|
|
|
21
|
Anfield Capital Management
Irvine,
California
|
$9.62K
|
+$646
|
+69
|
+7%
|
|
|
22
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$4.4K
|
–
|
–
|
–
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.99K
|
+$1.99K
|
+212
|
New
|
|
|
25
|
|
$16
|
-$18.9K
|
-2,023
|
-100%
|
|
