|
1
|
Bailard
Foster City,
California
|
$2.62M
|
+$406K
|
+10,040
|
+17%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$2.21M
|
-$34.5K
|
-855
|
-1%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.01M
|
+$2.16M
|
+53,409
|
New
|
|
|
4
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.24M
|
+$163K
|
+4,026
|
+14%
|
|
|
5
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.2M
|
–
|
–
|
–
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.13M
|
+$1.21M
|
+29,969
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.1M
|
-$153K
|
-3,787
|
-11%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$192K
|
-4,747
|
-14%
|
|
|
9
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$992K
|
-$31.1K
|
-771
|
-3%
|
|
|
10
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$821K
|
-$136K
|
-3,376
|
-13%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$728K
|
+$663K
|
+16,399
|
+557%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$692K
|
-$19.8K
|
-491
|
-3%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$639K
|
+$686K
|
+16,987
|
New
|
|
|
14
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$606K
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$588K
|
-$4.65K
|
-115
|
-0.7%
|
|
|
16
|
Magnus Financial Group
New York
|
$576K
|
+$20.2K
|
+500
|
+3%
|
|
|
17
|
|
$572K
|
+$614K
|
+15,196
|
New
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$530K
|
+$727
|
+18
|
+0.1%
|
|
|
19
|
SageView Advisory Group
Newport Beach,
California
|
$520K
|
+$558K
|
+13,817
|
New
|
|
|
20
|
West Coast Financial
Santa Barbara,
California
|
$491K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$457K
|
–
|
–
|
–
|
|
|
22
|
HeadInvest LLC
Portland,
Maine
|
$452K
|
+$40.4K
|
+1,000
|
+9%
|
|
|
23
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$450K
|
+$14.3K
|
+353
|
+3%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$434K
|
-$32K
|
-793
|
-6%
|
|
|
25
|
|
$428K
|
–
|
–
|
–
|
|
