|
1
|
LPL Financial
San Diego,
California
|
$6.91M
|
+$265K
|
+4,552
|
+4%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.58M
|
+$89.4K
|
+1,538
|
+4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
-$1.74K
|
-30
|
-0.1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.52M
|
+$231K
|
+3,978
|
+10%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.46M
|
+$81.2K
|
+1,397
|
+3%
|
|
|
6
|
Financial Insights
Tacoma,
Washington
|
$1.82M
|
-$31.4K
|
-540
|
-2%
|
|
|
7
|
IEQ Capital
Foster City,
California
|
$1.78M
|
–
|
–
|
–
|
|
|
8
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.67M
|
+$189K
|
+3,254
|
+13%
|
|
|
9
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.44M
|
-$155K
|
-2,662
|
-10%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.42M
|
+$136K
|
+2,343
|
+11%
|
|
|
11
|
Evergreen Capital Management
Bellevue,
Washington
|
$867K
|
-$87.5K
|
-1,505
|
-9%
|
|
|
12
|
Good Life Advisors
Reading,
Pennsylvania
|
$676K
|
+$196K
|
+3,367
|
+41%
|
|
|
13
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$643K
|
-$18.4K
|
-317
|
-3%
|
|
|
14
|
American Portfolios Advisors
Holbrook,
New York
|
$580K
|
-$64.3K
|
-1,106
|
-10%
|
|
|
15
|
|
$562K
|
–
|
–
|
–
|
|
|
16
|
Atria Wealth Solutions
New York
|
$561K
|
+$558K
|
+9,591
|
New
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$557K
|
-$51K
|
-878
|
-8%
|
|
|
18
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$531K
|
–
|
–
|
–
|
|
|
19
|
Private Portfolio Partners
Paramus,
New Jersey
|
$469K
|
–
|
–
|
–
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$467K
|
+$5.41K
|
+93
|
+1%
|
|
|
21
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$421K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$409K
|
-$164K
|
-2,818
|
-29%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$329K
|
–
|
–
|
–
|
|
|
24
|
|
$285K
|
+$284K
|
+4,877
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$250K
|
–
|
–
|
–
|
|
