|
1
|
Bailard
Foster City,
California
|
$2.45M
|
+$216K
|
+5,062
|
+9%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$2.45M
|
+$278K
|
+6,525
|
+12%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$2.05M
|
-$70.3K
|
-1,648
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$275K
|
+6,453
|
+24%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.36M
|
-$17.8K
|
-417
|
-1%
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.32M
|
+$686K
|
+16,069
|
+101%
|
|
|
7
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.19M
|
+$18.8K
|
+440
|
+2%
|
|
|
8
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.12M
|
-$493K
|
-11,552
|
-30%
|
|
|
9
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.1M
|
+$406K
|
+9,504
|
New
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.04M
|
+$101K
|
+2,358
|
+10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$777K
|
+$101K
|
+2,375
|
+14%
|
|
|
12
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$662K
|
-$43K
|
-1,008
|
-6%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$647K
|
+$671K
|
+15,737
|
New
|
|
|
14
|
Magnus Financial Group
New York
|
$609K
|
+$93.7K
|
+2,197
|
+17%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$579K
|
–
|
–
|
–
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$565K
|
+$295K
|
+6,904
|
+101%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$559K
|
–
|
–
|
–
|
|
|
18
|
West Coast Financial
Santa Barbara,
California
|
$536K
|
+$556K
|
+13,037
|
New
|
|
|
19
|
Archer Investment Management
Austin,
Texas
|
$516K
|
+$535K
|
+12,539
|
New
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$507K
|
-$4.48K
|
-105
|
-0.8%
|
|
|
21
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$500K
|
–
|
–
|
–
|
|
|
22
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$477K
|
+$175K
|
+4,091
|
+54%
|
|
|
23
|
|
$468K
|
–
|
–
|
–
|
|
|
24
|
HeadInvest LLC
Portland,
Maine
|
$453K
|
+$470K
|
+11,010
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$444K
|
-$103K
|
-2,403
|
-18%
|
|
