|
1
|
|
$2.91M
|
+$1.91M
|
+57,036
|
+219%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$884K
|
-$163K
|
-4,878
|
-16%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$771K
|
-$709K
|
-21,197
|
-49%
|
|
|
4
|
Retirement Capital Strategies
San Jose,
California
|
$764K
|
+$729K
|
+21,814
|
New
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$750K
|
–
|
–
|
–
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$656K
|
+$60.2K
|
+1,800
|
+11%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$642K
|
–
|
–
|
–
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$572K
|
+$80.7K
|
+2,415
|
+17%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$564K
|
-$8.56K
|
-256
|
-2%
|
|
|
10
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$558K
|
+$3.65K
|
+109
|
+0.7%
|
|
|
11
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$547K
|
+$66.1K
|
+1,978
|
+15%
|
|
|
12
|
Better Money Decisions
Santa Fe,
New Mexico
|
$445K
|
+$11.9K
|
+355
|
+3%
|
|
|
13
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$442K
|
+$16.4K
|
+490
|
+4%
|
|
|
14
|
|
$399K
|
–
|
–
|
–
|
|
|
15
|
|
$321K
|
-$224K
|
-6,694
|
-42%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$303K
|
+$13.4K
|
+402
|
+5%
|
|
|
17
|
MONECO Advisors
Fairfield,
Connecticut
|
$294K
|
–
|
–
|
–
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$254K
|
-$52.9K
|
-1,581
|
-18%
|
|
|
19
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$239K
|
-$1.37K
|
-41
|
-0.6%
|
|
|
20
|
Veracity Capital
Atlanta,
Georgia
|
$237K
|
+$11.7K
|
+351
|
+5%
|
|
|
21
|
Armbruster Capital Management
Pittsford,
New York
|
$206K
|
+$196K
|
+5,875
|
New
|
|
|
22
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$104K
|
–
|
–
|
–
|
|
|
23
|
MCF Advisors
Covington,
Kentucky
|
$79.8K
|
–
|
–
|
–
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$76K
|
-$1.67K
|
-50
|
-2%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$74.8K
|
+$23.8K
|
+711
|
+50%
|
|
