|
1
|
Bailard
Foster City,
California
|
$2.28M
|
+$386K
|
+9,590
|
+21%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$2.21M
|
–
|
–
|
–
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$2.16M
|
+$607K
|
+15,064
|
+41%
|
|
|
4
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.62M
|
+$33.8K
|
+839
|
+2%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
-$36.6K
|
-909
|
-3%
|
|
|
6
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.19M
|
+$8.78K
|
+218
|
+0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$160K
|
+3,961
|
+17%
|
|
|
8
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$955K
|
+$75.5K
|
+1,874
|
+9%
|
|
|
9
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$715K
|
+$44.2K
|
+1,098
|
+7%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$690K
|
-$42.6K
|
-1,058
|
-6%
|
|
|
11
|
Biltmore Family Office
Charlotte,
North Carolina
|
$666K
|
–
|
–
|
–
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$589K
|
+$567K
|
+14,081
|
New
|
|
|
13
|
Howland Capital Management
Boston,
Massachusetts
|
$569K
|
+$548K
|
+13,600
|
New
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$552K
|
+$21.1K
|
+525
|
+4%
|
|
|
15
|
Magnus Financial Group
New York
|
$528K
|
+$114K
|
+2,820
|
+29%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$520K
|
+$40.9K
|
+1,015
|
+9%
|
|
|
17
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$508K
|
-$3.02K
|
-75
|
-0.6%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$478K
|
+$403
|
+10
|
+0.1%
|
|
|
19
|
|
$476K
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$444K
|
+$19K
|
+472
|
+5%
|
|
|
21
|
Retirement Capital Strategies
San Jose,
California
|
$440K
|
+$424K
|
+10,533
|
New
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$438K
|
+$443
|
+11
|
+0.1%
|
|
|
23
|
Gould Asset Management
Claremont,
California
|
$355K
|
-$4.83K
|
-120
|
-1%
|
|
|
24
|
Legacy Edge Advisors
Syosset,
New York
|
$345K
|
+$31.8K
|
+790
|
+11%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$334K
|
-$7.37K
|
-183
|
-2%
|
|
