|
1
|
LPL Financial
San Diego,
California
|
$7.05M
|
-$171K
|
-7,689
|
-2%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$5.18M
|
-$83K
|
-3,741
|
-2%
|
|
|
3
|
ARS Investment Partners
New York
|
$3.86M
|
+$166K
|
+7,468
|
+4%
|
|
|
4
|
Planned Solutions
Folsom,
California
|
$2.43M
|
-$1.07M
|
-48,116
|
-30%
|
|
|
5
|
|
$2.2M
|
-$1.87M
|
-84,125
|
-45%
|
|
|
6
|
|
$1.67M
|
+$408K
|
+18,397
|
+31%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.55M
|
+$1.61M
|
+72,518
|
New
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.44M
|
+$50.9K
|
+2,293
|
+4%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.23M
|
+$1.28M
|
+57,755
|
New
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$814K
|
-$40.5K
|
-1,826
|
-5%
|
|
|
11
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$672K
|
-$95.2K
|
-4,294
|
-12%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$609K
|
-$77.5K
|
-3,492
|
-11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$600K
|
-$112K
|
-5,036
|
-15%
|
|
|
14
|
Wealthfront Advisers
Palo Alto,
California
|
$538K
|
+$59.1K
|
+2,665
|
+12%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$531K
|
-$1.59M
|
-71,766
|
-74%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$506K
|
-$93.9K
|
-4,234
|
-15%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$478K
|
-$6.02M
|
-271,495
|
-92%
|
|
|
18
|
Gradient Capital Advisors
San Diego,
California
|
$307K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$269K
|
-$6.94K
|
-313
|
-2%
|
|
|
20
|
INVST
Indianapolis,
Indiana
|
$231K
|
–
|
–
|
–
|
|
|
21
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$220K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$185K
|
–
|
–
|
–
|
|
|
23
|
Centaurus Financial
Anaheim,
California
|
$140K
|
+$146K
|
+6,574
|
New
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$112K
|
-$109K
|
-4,917
|
-52%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$83K
|
+$81.6K
|
+3,681
|
+1,813%
|
|
