|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.42M
|
+$1.24M
|
+33,161
|
+62%
|
|
|
2
|
Bailard
Foster City,
California
|
$2.66M
|
-$87.1K
|
-2,332
|
-3%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.26M
|
+$2.13M
|
+57,103
|
New
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.21M
|
-$110K
|
-2,935
|
-5%
|
|
|
5
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.52M
|
+$314K
|
+8,417
|
+28%
|
|
|
6
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.36M
|
+$54.9K
|
+1,469
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.31M
|
+$146K
|
+3,908
|
+13%
|
|
|
8
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.27M
|
–
|
–
|
–
|
|
|
9
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.04M
|
+$166K
|
+4,434
|
+20%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$722K
|
-$40.3K
|
-1,080
|
-6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$697K
|
+$74.3K
|
+1,989
|
+13%
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
$638K
|
+$70.3K
|
+1,882
|
+14%
|
|
|
13
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$637K
|
+$75
|
+2
|
+0%
|
|
|
14
|
Magnus Financial Group
New York
|
$608K
|
+$2.17K
|
+58
|
+0.4%
|
|
|
15
|
Beta Wealth Group
San Diego,
California
|
$605K
|
+$572K
|
+15,308
|
New
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$558K
|
–
|
–
|
–
|
|
|
17
|
|
$534K
|
+$504K
|
+13,500
|
New
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$531K
|
-$185K
|
-4,956
|
-27%
|
|
|
19
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$481K
|
–
|
–
|
–
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$473K
|
+$15.9K
|
+425
|
+4%
|
|
|
21
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$470K
|
-$3.02K
|
-81
|
-0.7%
|
|
|
22
|
|
$455K
|
+$4.41K
|
+118
|
+1%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$425K
|
+$10.2K
|
+273
|
+3%
|
|
|
24
|
HeadInvest LLC
Portland,
Maine
|
$417K
|
-$54.5K
|
-1,460
|
-12%
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$407K
|
-$250K
|
-6,703
|
-39%
|
|
