|
1
|
LPL Financial
San Diego,
California
|
$7.57M
|
+$509K
|
+20,112
|
+7%
|
|
|
2
|
ARS Investment Partners
New York
|
$3.64M
|
-$33K
|
-1,306
|
-0.9%
|
|
|
3
|
Planned Solutions
Folsom,
California
|
$2.78M
|
+$98.6K
|
+3,899
|
+4%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$1.88M
|
-$475K
|
-18,773
|
-20%
|
|
|
5
|
|
$1.81M
|
-$424K
|
-16,751
|
-19%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.43M
|
+$185K
|
+7,302
|
+14%
|
|
|
7
|
|
$1.31M
|
-$771K
|
-30,508
|
-37%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$901K
|
+$25.6K
|
+1,013
|
+3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$780K
|
-$32.4K
|
-1,281
|
-4%
|
|
|
10
|
Creekside Partners
Petaluma,
California
|
$620K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$607K
|
-$829K
|
-32,773
|
-57%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$526K
|
+$31.9K
|
+1,261
|
+6%
|
|
|
13
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$438K
|
–
|
–
|
–
|
|
|
14
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$409K
|
-$6.62K
|
-262
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$406K
|
-$2.02K
|
-80
|
-0.5%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$383K
|
+$397K
|
+15,706
|
New
|
|
|
17
|
Inscription Capital
Houston,
Texas
|
$381K
|
–
|
–
|
–
|
|
|
18
|
Gradient Capital Advisors
San Diego,
California
|
$354K
|
-$9.31K
|
-368
|
-3%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$353K
|
-$30.3K
|
-1,199
|
-8%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$285K
|
+$291K
|
+11,493
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$242K
|
+$247K
|
+9,774
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$208K
|
-$8.85K
|
-350
|
-4%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$194K
|
+$16.2K
|
+640
|
+9%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$190K
|
-$62K
|
-2,450
|
-24%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$125K
|
+$12.7K
|
+502
|
+11%
|
|
