|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.92M
|
+$116K
|
+2,739
|
+3%
|
|
|
2
|
Bailard
Foster City,
California
|
$2.93M
|
-$81.2K
|
-1,913
|
-3%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.6M
|
+$2.59M
|
+61,031
|
New
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$2.38M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.31M
|
-$49.5K
|
-1,167
|
-2%
|
|
|
6
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.96M
|
+$32.9K
|
+776
|
+2%
|
|
|
7
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.36M
|
–
|
–
|
–
|
|
|
8
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.18M
|
+$80.3K
|
+1,893
|
+7%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$1.16M
|
+$1.16M
|
+27,274
|
New
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$860K
|
+$2.89K
|
+68
|
+0.3%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$748K
|
+$33.5K
|
+789
|
+5%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$698K
|
-$934
|
-22
|
-0.1%
|
|
|
13
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$687K
|
+$424
|
+10
|
+0.1%
|
|
|
14
|
Magnus Financial Group
New York
|
$660K
|
+$2.72K
|
+64
|
+0.4%
|
|
|
15
|
Beta Wealth Group
San Diego,
California
|
$634K
|
-$1.4K
|
-33
|
-0.2%
|
|
|
16
|
|
$575K
|
–
|
–
|
–
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$566K
|
+$28.1K
|
+663
|
+5%
|
|
|
18
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$541K
|
+$15.7K
|
+371
|
+3%
|
|
|
19
|
HeadInvest LLC
Portland,
Maine
|
$535K
|
+$73.2K
|
+1,725
|
+16%
|
|
|
20
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$504K
|
–
|
–
|
–
|
|
|
21
|
|
$485K
|
–
|
–
|
–
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$484K
|
–
|
–
|
–
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$458K
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$453K
|
+$11.6K
|
+274
|
+3%
|
|
|
25
|
Eley Financial Management
South Burlington,
Vermont
|
$444K
|
-$891
|
-21
|
-0.2%
|
|
