|
1
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$3.26M
|
-$32.1K
|
-11,535
|
-1%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$2.4M
|
+$456K
|
+163,969
|
+32%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$1.47M
|
+$879K
|
+315,972
|
+316%
|
|
|
4
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$819K
|
–
|
–
|
–
|
|
|
5
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$818K
|
+$645K
|
+231,707
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$782K
|
+$616K
|
+221,505
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$326K
|
-$42.1K
|
-15,131
|
-14%
|
|
|
8
|
|
$156K
|
-$270K
|
-97,062
|
-69%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$124K
|
-$500K
|
-179,581
|
-84%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$112K
|
-$902
|
-324
|
-1%
|
|
|
11
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$63.3K
|
+$49.9K
|
+17,940
|
New
|
|
|
12
|
|
$46.4K
|
+$22.2K
|
+7,966
|
+154%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.8K
|
+$626
|
+225
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28K
|
-$557
|
-200
|
-2%
|
|
|
15
|
International Assets Investment Management
Orlando,
Florida
|
$21.3K
|
–
|
–
|
–
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.3K
|
+$10.5K
|
+3,760
|
New
|
|
|
18
|
AllSquare Wealth Management
Albany,
New York
|
$11.1K
|
–
|
–
|
–
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.38K
|
-$2.69K
|
-965
|
-29%
|
|
|
20
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$7.58K
|
+$1.94K
|
+697
|
+48%
|
|
|
21
|
Security National Bank
Omaha,
Nebraska
|
$6.88K
|
–
|
–
|
–
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$5.4K
|
–
|
–
|
–
|
|
|
23
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$5K
|
-$97
|
-35
|
-2%
|
|
|
24
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$4.81K
|
+$3.8K
|
+1,364
|
New
|
|
|
25
|
Fairscale Capital
Nashua,
New Hampshire
|
$3.87K
|
–
|
–
|
–
|
|
