|
1
|
Franklin Resources
San Mateo,
California
|
$2.01M
|
+$228K
|
+6,005
|
+13%
|
|
|
2
|
Bailard
Foster City,
California
|
$1.7M
|
+$224K
|
+5,914
|
+15%
|
|
|
3
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.43M
|
+$47.1K
|
+1,242
|
+3%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$1.38M
|
-$27.3K
|
-721
|
-2%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.3M
|
-$65K
|
-1,715
|
-5%
|
|
|
6
|
|
$1.21M
|
-$678K
|
-17,877
|
-36%
|
|
|
7
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.07M
|
+$183K
|
+4,825
|
+21%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$1.03M
|
+27,047
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$946K
|
-$155K
|
-4,100
|
-14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$858K
|
+$501K
|
+13,218
|
+140%
|
|
|
11
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$794K
|
+$136K
|
+3,593
|
+21%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$665K
|
+$50.3K
|
+1,327
|
+8%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$664K
|
–
|
–
|
–
|
|
|
14
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$606K
|
+$2.35K
|
+62
|
+0.4%
|
|
|
15
|
Biltmore Family Office
Charlotte,
North Carolina
|
$603K
|
–
|
–
|
–
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$480K
|
+$189K
|
+4,996
|
+65%
|
|
|
17
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$463K
|
–
|
–
|
–
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$432K
|
+$212K
|
+5,577
|
+96%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$432K
|
+$9.67K
|
+255
|
+2%
|
|
|
20
|
|
$431K
|
-$23.6K
|
-622
|
-5%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$397K
|
+$397K
|
+10,472
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$385K
|
+$119K
|
+3,134
|
+45%
|
|
|
23
|
Magnus Financial Group
New York
|
$371K
|
+$121K
|
+3,198
|
+48%
|
|
|
24
|
Gould Asset Management
Claremont,
California
|
$326K
|
+$1.9K
|
+50
|
+0.6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$310K
|
+$310K
|
+8,182
|
New
|
|
