|
1
|
LPL Financial
San Diego,
California
|
$6.1M
|
+$522K
|
+10,018
|
+8%
|
|
|
2
|
|
$1.86M
|
+$1.78M
|
+34,210
|
+701%
|
|
|
3
|
Harbour Investments
Madison,
Wisconsin
|
$1.86M
|
+$2.03M
|
+39,025
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
-$257K
|
-4,938
|
-11%
|
|
|
5
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.48M
|
+$67.6K
|
+1,296
|
+5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.46M
|
+$336K
|
+6,455
|
+27%
|
|
|
7
|
IEQ Capital
Foster City,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
-$26.2K
|
-503
|
-2%
|
|
|
9
|
Financial Insights
Tacoma,
Washington
|
$1.27M
|
-$237K
|
-4,552
|
-15%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.25M
|
-$931K
|
-17,863
|
-40%
|
|
|
11
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.03M
|
-$157K
|
-3,015
|
-12%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$558K
|
+$611K
|
+11,726
|
New
|
|
|
13
|
Good Life Advisors
Reading,
Pennsylvania
|
$550K
|
-$678
|
-13
|
-0.1%
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
$541K
|
-$180K
|
-3,449
|
-23%
|
|
|
15
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$521K
|
-$2.5K
|
-48
|
-0.4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$496K
|
+$544K
|
+10,438
|
New
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$469K
|
-$3.39K
|
-65
|
-0.7%
|
|
|
18
|
|
$457K
|
–
|
–
|
–
|
|
|
19
|
Atria Wealth Solutions
New York
|
$456K
|
–
|
–
|
–
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$454K
|
–
|
–
|
–
|
|
|
21
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$432K
|
–
|
–
|
–
|
|
|
22
|
Private Portfolio Partners
Paramus,
New Jersey
|
$382K
|
–
|
–
|
–
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$381K
|
+$1.2K
|
+23
|
+0.3%
|
|
|
24
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$342K
|
–
|
–
|
–
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$309K
|
-$1.86M
|
-35,627
|
-85%
|
|
