|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.81M
|
+$118K
|
+2,844
|
+3%
|
|
|
2
|
Bailard
Foster City,
California
|
$3.01M
|
+$141K
|
+3,408
|
+5%
|
|
|
3
|
Franklin Resources
San Mateo,
California
|
$2.37M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.36M
|
+$918K
|
+22,151
|
+67%
|
|
|
5
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.93M
|
+$289K
|
+6,967
|
+18%
|
|
|
6
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.36M
|
–
|
–
|
–
|
|
|
7
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.1M
|
-$19.7K
|
-476
|
-2%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$857K
|
+$77.9K
|
+1,878
|
+10%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$714K
|
+$44.5K
|
+1,074
|
+7%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$698K
|
-$50K
|
-1,206
|
-7%
|
|
|
11
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$686K
|
+$415
|
+10
|
+0.1%
|
|
|
12
|
Magnus Financial Group
New York
|
$657K
|
+$2.32K
|
+56
|
+0.4%
|
|
|
13
|
Beta Wealth Group
San Diego,
California
|
$635K
|
-$16.3K
|
-393
|
-3%
|
|
|
14
|
|
$595K
|
+$323K
|
+7,786
|
+126%
|
|
|
15
|
|
$575K
|
–
|
–
|
–
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$538K
|
+$28.2K
|
+681
|
+6%
|
|
|
17
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$518K
|
–
|
–
|
–
|
|
|
18
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$505K
|
–
|
–
|
–
|
|
|
19
|
|
$484K
|
-$4.89K
|
-118
|
-1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$484K
|
-$113K
|
-2,735
|
-19%
|
|
|
21
|
HeadInvest LLC
Portland,
Maine
|
$461K
|
+$11.6K
|
+280
|
+3%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$458K
|
–
|
–
|
–
|
|
|
23
|
Eley Financial Management
South Burlington,
Vermont
|
$445K
|
+$31.7K
|
+765
|
+8%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$441K
|
-$127K
|
-3,075
|
-23%
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$395K
|
-$41.2K
|
-993
|
-10%
|
|
