|
1
|
RVW Wealth
Los Angeles,
California
|
$16.4M
|
-$1.77M
|
-54,182
|
-10%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.96M
|
+$1.55M
|
+47,506
|
+35%
|
|
|
3
|
Bailard
Foster City,
California
|
$5.75M
|
+$1.12M
|
+34,175
|
+24%
|
|
|
4
|
Shira Ridge Wealth Management
Larkspur,
California
|
$4.28M
|
+$4.26M
|
+130,327
|
New
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$2.18M
|
–
|
–
|
–
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$2.01M
|
+$2.01M
|
+61,343
|
New
|
|
|
7
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.49M
|
-$36.1K
|
-1,104
|
-2%
|
|
|
8
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.31M
|
+$81.7K
|
+2,498
|
+7%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.21M
|
+$1.57M
|
+48,052
|
+7,567%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
+$66.9K
|
+2,044
|
+6%
|
|
|
11
|
Fulcrum Capital
Seattle,
Washington
|
$1.13M
|
-$5.28M
|
-161,463
|
-82%
|
|
|
12
|
|
$1.1M
|
-$350K
|
-10,708
|
-24%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
+$7.13K
|
+218
|
+0.7%
|
|
|
14
|
|
$1.01M
|
-$20.7K
|
-633
|
-2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$917K
|
+$524K
|
+16,028
|
+134%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$905K
|
+$88.9K
|
+2,716
|
+11%
|
|
|
17
|
Biltmore Family Office
Charlotte,
North Carolina
|
$809K
|
-$142K
|
-4,328
|
-15%
|
|
|
18
|
Gould Asset Management
Claremont,
California
|
$805K
|
+$436K
|
+13,315
|
+119%
|
|
|
19
|
Regatta Capital Group
El Segundo,
California
|
$713K
|
-$271K
|
-8,298
|
-28%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$699K
|
+$694K
|
+21,209
|
New
|
|
|
21
|
DOHJ LLC
Seattle,
Washington
|
$672K
|
+$670K
|
+20,472
|
New
|
|
|
22
|
GenWealth Group
Maplewood,
New Jersey
|
$594K
|
+$592K
|
+18,104
|
New
|
|
|
23
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$579K
|
-$13.3K
|
-406
|
-2%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$579K
|
+$578K
|
+17,662
|
New
|
|
|
25
|
Fortis Capital Management
Bellevue,
Washington
|
$574K
|
+$103K
|
+3,149
|
+22%
|
|
