|
1
|
LPL Financial
San Diego,
California
|
$7.17M
|
+$227K
|
+9,200
|
+3%
|
|
|
2
|
ARS Investment Partners
New York
|
$3.03M
|
-$347K
|
-14,045
|
-10%
|
|
|
3
|
Planned Solutions
Folsom,
California
|
$1.85M
|
-$770K
|
-31,208
|
-28%
|
|
|
4
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$1.61M
|
+$1.74M
|
+70,361
|
New
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.29M
|
-$34.1K
|
-1,382
|
-2%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$1.22M
|
-$550K
|
-22,280
|
-29%
|
|
|
7
|
|
$1.06M
|
-$654K
|
-26,500
|
-36%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.06M
|
+$1.14M
|
+46,353
|
New
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$1.01M
|
+$200K
|
+8,115
|
+22%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$888K
|
+$355K
|
+14,385
|
+59%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$788K
|
+$851K
|
+34,497
|
New
|
|
|
12
|
Creekside Partners
Petaluma,
California
|
$571K
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$517K
|
+$34.6K
|
+1,402
|
+7%
|
|
|
14
|
|
$429K
|
-$843K
|
-34,150
|
-65%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$380K
|
+$7.65K
|
+310
|
+2%
|
|
|
16
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$371K
|
-$33.9K
|
-1,375
|
-8%
|
|
|
17
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$363K
|
-$14.6K
|
-590
|
-4%
|
|
|
18
|
Gradient Capital Advisors
San Diego,
California
|
$310K
|
-$16.9K
|
-684
|
-5%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$284K
|
-$44.2K
|
-1,792
|
-13%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$282K
|
+$112K
|
+4,521
|
+58%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$256K
|
-$7.01K
|
-284
|
-2%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$205K
|
+$97.5K
|
+3,949
|
+78%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$131K
|
-$47.4K
|
-1,921
|
-25%
|
|
|
24
|
Tidemark
San Diego,
California
|
$111K
|
+$26.6K
|
+1,077
|
+28%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$84.2K
|
+$33.4K
|
+1,352
|
+58%
|
|
