|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$1.47M
|
+$496K
|
+14,146
|
+49%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$1.06M
|
+30,120
|
New
|
|
|
3
|
|
$881K
|
-$104K
|
-2,964
|
-10%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$726K
|
-$714K
|
-20,358
|
-49%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$621K
|
–
|
–
|
–
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$574K
|
–
|
–
|
–
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$555K
|
+$318K
|
+9,077
|
+124%
|
|
|
8
|
|
$538K
|
+$556K
|
+15,852
|
New
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$537K
|
+$35.2K
|
+1,003
|
+7%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$472K
|
-$77.5K
|
-2,209
|
-14%
|
|
|
11
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$462K
|
+$259K
|
+7,396
|
+119%
|
|
|
12
|
BSW Wealth Partners
Boulder,
Colorado
|
$445K
|
-$5.86K
|
-167
|
-1%
|
|
|
13
|
Better Money Decisions
Santa Fe,
New Mexico
|
$419K
|
+$133K
|
+3,804
|
+44%
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$411K
|
+$19.6K
|
+560
|
+5%
|
|
|
15
|
|
$386K
|
–
|
–
|
–
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$299K
|
+$39.9K
|
+1,138
|
+15%
|
|
|
17
|
MONECO Advisors
Fairfield,
Connecticut
|
$284K
|
+$294K
|
+8,387
|
New
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$279K
|
+$2.56K
|
+73
|
+0.9%
|
|
|
19
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$233K
|
+$53.2K
|
+1,515
|
+28%
|
|
|
20
|
Veracity Capital
Atlanta,
Georgia
|
$218K
|
+$225K
|
+6,427
|
New
|
|
|
21
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$101K
|
–
|
–
|
–
|
|
|
22
|
MCF Advisors
Covington,
Kentucky
|
$77.3K
|
–
|
–
|
–
|
|
|
23
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$75.3K
|
+$52.7K
|
+1,502
|
+209%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$61K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$56K
|
+$15.3K
|
+435
|
+36%
|
|
