|
26
|
Asset Dedication LLC
San Francisco,
California
|
$1.04M
|
-$5.04K
|
-117
|
-0.5%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$881K
|
+$110K
|
+2,541
|
+14%
|
|
|
28
|
Mraz Amerine & Associates
Modesto,
California
|
$777K
|
+$296K
|
+6,869
|
+61%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$745K
|
-$562K
|
-13,031
|
-43%
|
|
|
30
|
Sensible Money
Scottsdale,
Arizona
|
$733K
|
–
|
–
|
–
|
|
|
31
|
WMS Partners
Towson,
Maryland
|
$693K
|
–
|
–
|
–
|
|
|
32
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$636K
|
+$41K
|
+950
|
+7%
|
|
|
33
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$604K
|
–
|
–
|
–
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$583K
|
+$19K
|
+441
|
+3%
|
|
|
35
|
Sage Rhino Capital
Menlo Park,
California
|
$571K
|
+$141K
|
+3,282
|
+33%
|
|
|
36
|
CIBC World Market
Toronto,
Ontario, Canada
|
$501K
|
+$40.5K
|
+939
|
+9%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$483K
|
+$87.9K
|
+2,040
|
+22%
|
|
|
38
|
NCM Capital Management
Ramsey,
New Jersey
|
$479K
|
–
|
–
|
–
|
|
|
39
|
PrairieView Partners
St. Paul,
Minnesota
|
$430K
|
–
|
–
|
–
|
|
|
40
|
Versant Capital Management
Phoenix,
Arizona
|
$370K
|
+$84.4K
|
+1,958
|
+29%
|
|
|
41
|
All Season Financial Advisors
Denver,
Colorado
|
$287K
|
+$29.7K
|
+690
|
+11%
|
|
|
42
|
WealthShield Partners
Cary,
North Carolina
|
$283K
|
-$11.3K
|
-261
|
-4%
|
|
|
43
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$283K
|
+$285K
|
+6,618
|
New
|
|
|
44
|
Seed Wealth Management
Evanston,
Illinois
|
$256K
|
-$43.1K
|
-1,000
|
-14%
|
|
|
45
|
Fortis Capital Management
Bellevue,
Washington
|
$238K
|
+$240K
|
+5,570
|
New
|
|
|
46
|
FMB Wealth Management
Westlake Village,
California
|
$234K
|
–
|
–
|
–
|
|
|
47
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$223K
|
+$16.2K
|
+375
|
+8%
|
|
|
48
|
Index Fund Advisors
Irvine,
California
|
$214K
|
+$216K
|
+5,010
|
New
|
|
|
49
|
Cardiff Park Advisors
Carlsbad,
California
|
$188K
|
+$16.3K
|
+379
|
+9%
|
|
|
50
|
LAM Group
Lake Oswego,
Oregon
|
$135K
|
–
|
–
|
–
|
|
