|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.3M
|
+$1.45M
|
+25,326
|
+4%
|
|
|
2
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$7.15M
|
+$250K
|
+4,346
|
+3%
|
|
|
3
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$4.19M
|
+$4.37M
|
+76,024
|
New
|
|
|
4
|
Flow Traders U.S.
New York
|
$3.89M
|
+$4.05M
|
+70,565
|
New
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.38M
|
-$1.56M
|
-27,147
|
-31%
|
|
|
6
|
Archer Investment Management
Austin,
Texas
|
$2.9M
|
+$3.02M
|
+52,572
|
New
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$2.9M
|
-$1.54M
|
-26,778
|
-34%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.31M
|
+$10.5K
|
+183
|
+0.4%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.51M
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.5M
|
+$1.57M
|
+27,246
|
New
|
|
|
11
|
|
$1.37M
|
-$7.34M
|
-127,715
|
-84%
|
|
|
12
|
Kondo Wealth Advisors
Pasadena,
California
|
$1.2M
|
+$1.24M
|
+21,660
|
New
|
|
|
13
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.03M
|
+$1.07M
|
+18,595
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$970K
|
+$1.01M
|
+17,579
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$856K
|
+$891K
|
+15,512
|
New
|
|
|
16
|
|
$841K
|
-$7.45M
|
-129,717
|
-89%
|
|
|
17
|
WealthGarden F.S.
El Segundo,
California
|
$841K
|
+$188K
|
+3,272
|
+27%
|
|
|
18
|
Financial Engines Advisors
Santa Clara,
California
|
$485K
|
+$40.4K
|
+704
|
+9%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$350K
|
+$364K
|
+6,337
|
New
|
|
|
20
|
Natural Investments
Windsor,
California
|
$273K
|
+$285K
|
+4,958
|
New
|
|
|
21
|
Per Stirling Capital Management
Austin,
Texas
|
$265K
|
+$1.38K
|
+24
|
+0.5%
|
|
|
22
|
RW Investment Management
Eagle,
Idaho
|
$265K
|
-$46.9K
|
-816
|
-15%
|
|
|
23
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$223K
|
+$23.1K
|
+402
|
+11%
|
|
|
24
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$221K
|
–
|
–
|
–
|
|
|
25
|
Plum Street Advisors
New Orleans,
Louisiana
|
$209K
|
+$218K
|
+3,790
|
New
|
|
