|
1
|
|
$2.52M
|
+$1.6M
|
+46,778
|
+132%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$2.05M
|
+$2.28M
|
+66,762
|
New
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$941K
|
+$47.1K
|
+1,379
|
+5%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$562K
|
+$137K
|
+4,025
|
+28%
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$533K
|
+$9.9K
|
+290
|
+2%
|
|
|
7
|
Biltmore Family Office
Charlotte,
North Carolina
|
$519K
|
–
|
–
|
–
|
|
|
8
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$452K
|
–
|
–
|
–
|
|
|
9
|
|
$349K
|
–
|
–
|
–
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$295K
|
+$54.8K
|
+1,605
|
+20%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$258K
|
+$287K
|
+8,400
|
New
|
|
|
12
|
Clarius Group LLC
Seattle,
Washington
|
$224K
|
+$18K
|
+527
|
+8%
|
|
|
13
|
Better Money Decisions
Santa Fe,
New Mexico
|
$202K
|
+$67.3K
|
+1,971
|
+43%
|
|
|
14
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$57K
|
–
|
–
|
–
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$50K
|
+$4.44K
|
+130
|
+9%
|
|
|
16
|
Pecaut & Co
Sioux City,
Iowa
|
$45K
|
-$20.7K
|
-607
|
-29%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$18K
|
-$79.6K
|
-2,334
|
-80%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$17K
|
+$20.3K
|
+594
|
+958%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$12.8K
|
-$11.3K
|
-332
|
-44%
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$9K
|
+$10.2K
|
+300
|
New
|
|
|
22
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
+$956
|
+28
|
New
|
|
|
24
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1K
|
+$1.06K
|
+31
|
New
|
|
