|
1
|
Bailard
Foster City,
California
|
$5.65M
|
+$257K
|
+3,456
|
+5%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.23M
|
+$246K
|
+3,311
|
+5%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5M
|
+$867K
|
+11,667
|
+23%
|
|
|
4
|
Natural Investments
Windsor,
California
|
$3.55M
|
-$95.6K
|
-1,287
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.47M
|
+$251K
|
+3,386
|
+9%
|
|
|
6
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.1M
|
-$407K
|
-5,480
|
-12%
|
|
|
7
|
PFG Investments
Woodbury,
New York
|
$2.34M
|
+$1.24M
|
+16,680
|
+136%
|
|
|
8
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.78M
|
-$6.31K
|
-85
|
-0.4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
+$914K
|
+12,302
|
+151%
|
|
|
10
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.1M
|
-$33.6K
|
-452
|
-3%
|
|
|
11
|
|
$936K
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$845K
|
-$25K
|
-337
|
-3%
|
|
|
13
|
Impact Investors
San Francisco,
California
|
$806K
|
-$32.3K
|
-435
|
-4%
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
$731K
|
-$206K
|
-2,775
|
-23%
|
|
|
15
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$652K
|
–
|
–
|
–
|
|
|
16
|
SGL Investment Advisors
Missoula,
Montana
|
$635K
|
-$15K
|
-202
|
-3%
|
|
|
17
|
First Pacific Financial
Vancouver,
Washington
|
$571K
|
-$104K
|
-1,395
|
-16%
|
|
|
18
|
Quantinno Capital Management
New York
|
$567K
|
–
|
–
|
–
|
|
|
19
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$562K
|
-$35.1K
|
-472
|
-6%
|
|
|
20
|
|
$546K
|
-$9.8K
|
-132
|
-2%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$490K
|
+$104K
|
+1,395
|
+30%
|
|
|
22
|
Sonoma Private Wealth
Sonoma,
California
|
$487K
|
–
|
–
|
–
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$472K
|
-$24.4K
|
-329
|
-5%
|
|
|
24
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$466K
|
-$8.24K
|
-111
|
-2%
|
|
|
25
|
Enclave Advisors
Austin,
Texas
|
$460K
|
+$76.1K
|
+1,025
|
+22%
|
|
