|
1
|
|
$22.9M
|
-$1.17M
|
-19,019
|
-5%
|
|
|
2
|
First Pacific Financial
Vancouver,
Washington
|
$10.5M
|
+$495K
|
+8,081
|
+5%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$5.99M
|
-$263K
|
-4,289
|
-4%
|
|
|
4
|
Archer Investment Management
Austin,
Texas
|
$5.29M
|
+$5.46M
|
+89,018
|
New
|
|
|
5
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.73M
|
+$3.84M
|
+62,719
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.57M
|
-$126K
|
-2,048
|
-7%
|
|
|
7
|
|
$1.51M
|
-$1.51M
|
-24,634
|
-49%
|
|
|
8
|
Colorado Capital Management
Boulder,
Colorado
|
$1.33M
|
-$77.8K
|
-1,269
|
-5%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$613K
|
+$633K
|
+10,326
|
New
|
|
|
10
|
Manchester Capital Management
Manchester,
Vermont
|
$523K
|
–
|
–
|
–
|
|
|
11
|
Natural Investments
Windsor,
California
|
$392K
|
+$405K
|
+6,611
|
New
|
|
|
12
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$374K
|
+$1.41K
|
+23
|
+0.4%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$372K
|
+$31.3K
|
+511
|
+9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$331K
|
+$80.9K
|
+1,319
|
+31%
|
|
|
15
|
Journey Strategic Wealth
Summit,
New Jersey
|
$323K
|
+$76.9K
|
+1,255
|
+30%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$265K
|
+$273K
|
+4,458
|
New
|
|
|
17
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$257K
|
+$265K
|
+4,326
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$220K
|
+$227K
|
+3,697
|
New
|
|
|
19
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$90.7K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$85.3K
|
+$9.5K
|
+155
|
+12%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$66.8K
|
+$10.1K
|
+165
|
+17%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$17.3K
|
+$15K
|
+244
|
+519%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$8.91K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$2.18M
|
-36,232
|
Closed
|
|
|
25
|
Community Bank
Dewitt,
New York
|
–
|
-$2.41K
|
-40
|
Closed
|
|
