|
1
|
|
$1.53M
|
-$1.3M
|
-36,900
|
-44%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$1.06M
|
+$371K
|
+10,565
|
+49%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$791K
|
+$63.1K
|
+1,797
|
+8%
|
|
|
4
|
Biltmore Family Office
Charlotte,
North Carolina
|
$622K
|
–
|
–
|
–
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$606K
|
–
|
–
|
–
|
|
|
6
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$603K
|
+$92.2K
|
+2,626
|
+17%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$551K
|
+$19.2K
|
+548
|
+3%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$538K
|
-$1.97K
|
-56
|
-0.3%
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$527K
|
–
|
–
|
–
|
|
|
10
|
Better Money Decisions
Santa Fe,
New Mexico
|
$505K
|
+$90.1K
|
+2,567
|
+20%
|
|
|
11
|
|
$448K
|
+$154K
|
+4,381
|
+48%
|
|
|
12
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$412K
|
-$5.9K
|
-168
|
-1%
|
|
|
13
|
|
$376K
|
–
|
–
|
–
|
|
|
14
|
MONECO Advisors
Fairfield,
Connecticut
|
$353K
|
+$80.3K
|
+2,288
|
+27%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$317K
|
+$33.7K
|
+959
|
+11%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$240K
|
+$15.7K
|
+447
|
+7%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$239K
|
-$772
|
-22
|
-0.3%
|
|
|
18
|
Veracity Capital
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$201K
|
+$214K
|
+6,089
|
New
|
|
|
20
|
WealthShield Partners
Cary,
North Carolina
|
$148K
|
+$127K
|
+3,631
|
+443%
|
|
|
21
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$92K
|
-$7.02K
|
-200
|
-7%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$79.5K
|
+$9.44K
|
+269
|
+13%
|
|
|
23
|
MCF Advisors
Covington,
Kentucky
|
$75.4K
|
–
|
–
|
–
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$71.7K
|
–
|
–
|
–
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$45K
|
+$24.9K
|
+709
|
+109%
|
|
