|
1
|
Franklin Resources
San Mateo,
California
|
$1.77M
|
+$484K
|
+14,265
|
+45%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$1.55M
|
+$570K
|
+16,795
|
+70%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$598K
|
+17,636
|
+106%
|
|
|
4
|
|
$1.3M
|
-$411K
|
-12,122
|
-26%
|
|
|
5
|
Bailard
Foster City,
California
|
$1.21M
|
+$1.08M
|
+31,705
|
New
|
|
|
6
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
$911K
|
+$189K
|
+5,581
|
+31%
|
|
|
7
|
Better Money Decisions
Santa Fe,
New Mexico
|
$898K
|
+$278K
|
+8,200
|
+54%
|
|
|
8
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$821K
|
+$728K
|
+21,464
|
New
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$670K
|
-$27.6K
|
-815
|
-4%
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$637K
|
+$13.4K
|
+394
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$629K
|
+$351K
|
+10,356
|
+170%
|
|
|
12
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$610K
|
–
|
–
|
–
|
|
|
13
|
Biltmore Family Office
Charlotte,
North Carolina
|
$609K
|
-$94.8K
|
-2,796
|
-15%
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$486K
|
+$8.51K
|
+251
|
+2%
|
|
|
15
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$468K
|
+$415K
|
+12,236
|
New
|
|
|
16
|
|
$435K
|
–
|
–
|
–
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$381K
|
+$11.8K
|
+349
|
+4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$316K
|
+$281K
|
+8,272
|
New
|
|
|
19
|
|
$293K
|
-$199K
|
-5,874
|
-43%
|
|
|
20
|
Gould Asset Management
Claremont,
California
|
$274K
|
+$243K
|
+7,165
|
New
|
|
|
21
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$273K
|
-$4.92K
|
-145
|
-2%
|
|
|
22
|
Veracity Capital
Atlanta,
Georgia
|
$260K
|
+$204
|
+6
|
+0.1%
|
|
|
23
|
Armbruster Capital Management
Pittsford,
New York
|
$240K
|
+$213K
|
+6,285
|
New
|
|
|
24
|
Legacy Edge Advisors
Syosset,
New York
|
$236K
|
+$210K
|
+6,178
|
New
|
|
|
25
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$117K
|
+$9.53K
|
+281
|
+10%
|
|
