|
1
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$10.1M
|
+$10.4M
|
+388,046
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.4M
|
+$151K
|
+5,644
|
+2%
|
|
|
3
|
ARS Investment Partners
New York
|
$3.85M
|
+$174K
|
+6,502
|
+5%
|
|
|
4
|
Planned Solutions
Folsom,
California
|
$2.81M
|
-$101K
|
-3,758
|
-3%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$2.46M
|
-$1.38M
|
-51,554
|
-35%
|
|
|
6
|
|
$2.33M
|
-$1.3M
|
-48,602
|
-35%
|
|
|
7
|
|
$2.17M
|
+$604K
|
+22,574
|
+37%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
+$1M
|
+37,410
|
+188%
|
|
|
9
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$1.34M
|
+$1.38M
|
+51,586
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.31M
|
-$114K
|
-4,271
|
-8%
|
|
|
11
|
MGO One Seven
Beachwood,
Ohio
|
$1.26M
|
+$1.29M
|
+48,353
|
New
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$917K
|
+$124K
|
+4,630
|
+15%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$850K
|
-$2.46K
|
-92
|
-0.3%
|
|
|
14
|
Creekside Partners
Petaluma,
California
|
$649K
|
+$669K
|
+25,000
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$518K
|
+$58.2K
|
+2,174
|
+12%
|
|
|
16
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$458K
|
-$44K
|
-1,644
|
-9%
|
|
|
17
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$436K
|
-$1.69K
|
-63
|
-0.4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$428K
|
+$4.79K
|
+179
|
+1%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$401K
|
-$1.32M
|
-49,488
|
-76%
|
|
|
20
|
Inscription Capital
Houston,
Texas
|
$399K
|
–
|
–
|
–
|
|
|
21
|
Gradient Capital Advisors
San Diego,
California
|
$380K
|
+$6.42K
|
+240
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300K
|
+$10.2K
|
+380
|
+3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$263K
|
-$17K
|
-635
|
-6%
|
|
|
24
|
INVST
Indianapolis,
Indiana
|
$261K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$227K
|
+$535
|
+20
|
+0.2%
|
|
