|
1
|
LPL Financial
San Diego,
California
|
$6M
|
+$79.9K
|
+1,553
|
+1%
|
|
|
2
|
Money Design
Tokyo,
Japan
|
$2.17M
|
+$2.42M
|
+46,985
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.9M
|
+$150K
|
+2,909
|
+8%
|
|
|
4
|
Harbour Investments
Madison,
Wisconsin
|
$1.86M
|
–
|
–
|
–
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.44M
|
+$252K
|
+4,889
|
+19%
|
|
|
6
|
IEQ Capital
Foster City,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
7
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.38M
|
-$1.34K
|
-26
|
-0.1%
|
|
|
8
|
Financial Insights
Tacoma,
Washington
|
$1.36M
|
+$141K
|
+2,749
|
+10%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.33M
|
-$94.8K
|
-1,841
|
-6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
-$206
|
-4
|
-0%
|
|
|
11
|
|
$1.11M
|
-$774K
|
-15,032
|
-38%
|
|
|
12
|
Berger Financial Group
Plymouth,
Minnesota
|
$989K
|
-$9.32K
|
-181
|
-0.8%
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$584K
|
+$65.6K
|
+1,275
|
+11%
|
|
|
14
|
Good Life Advisors
Reading,
Pennsylvania
|
$532K
|
-$1.85K
|
-36
|
-0.3%
|
|
|
15
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$495K
|
-$11K
|
-213
|
-2%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$467K
|
+$29.5K
|
+574
|
+6%
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
$456K
|
+$824
|
+16
|
+0.2%
|
|
|
18
|
|
$444K
|
–
|
–
|
–
|
|
|
19
|
Atria Wealth Solutions
New York
|
$434K
|
-$10.3K
|
-200
|
-2%
|
|
|
20
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$419K
|
–
|
–
|
–
|
|
|
21
|
Private Portfolio Partners
Paramus,
New Jersey
|
$372K
|
+$1.18K
|
+23
|
+0.3%
|
|
|
22
|
Mutual Advisors
Omaha,
Nebraska
|
$370K
|
–
|
–
|
–
|
|
|
23
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$332K
|
–
|
–
|
–
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$279K
|
-$23.7K
|
-460
|
-7%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$274K
|
–
|
–
|
–
|
|
