|
1
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$1.97M
|
-$1.06M
|
-327,396
|
-35%
|
|
|
2
|
Wealthfront Advisers
Palo Alto,
California
|
$1.67M
|
+$287K
|
+88,760
|
+21%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.09M
|
-$1.12M
|
-347,871
|
-51%
|
|
|
4
|
|
$938K
|
+$775K
|
+239,914
|
+543%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$766K
|
+$750K
|
+232,112
|
New
|
|
|
6
|
Angeles Wealth Management
Santa Monica,
California
|
$765K
|
+$749K
|
+231,707
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$340K
|
+$34.2K
|
+10,582
|
+11%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$168K
|
+$152K
|
+47,100
|
+1,253%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$163K
|
+$46.2K
|
+14,293
|
+41%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$102K
|
-$2.36K
|
-730
|
-2%
|
|
|
11
|
Advisory Alpha
Holland,
Michigan
|
$56.9K
|
+$55.7K
|
+17,250
|
New
|
|
|
12
|
|
$53K
|
+$52.5K
|
+16,236
|
New
|
|
|
13
|
Two Sigma Securities
New York
|
$44.9K
|
+$43.9K
|
+13,597
|
New
|
|
|
14
|
Sankala Group
Lyons,
Colorado
|
$36.5K
|
+$39.6K
|
+12,249
|
New
|
|
|
15
|
|
$35.5K
|
-$7.67K
|
-2,375
|
-18%
|
|
|
16
|
International Assets Investment Management
Orlando,
Florida
|
$34.4K
|
-$2.64K
|
-817
|
-7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
+$469
|
+145
|
+2%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26K
|
+$25.4K
|
+7,847
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.7K
|
-$6.08K
|
-1,883
|
-23%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$14K
|
+$766
|
+237
|
+6%
|
|
|
21
|
|
$10.3K
|
+$10.1K
|
+3,113
|
New
|
|
|
22
|
Tucker Asset Management
Littleton,
Colorado
|
$9.73K
|
+$9.53K
|
+2,948
|
New
|
|
|
23
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$7.09K
|
–
|
–
|
–
|
|
|
24
|
Security National Bank
Omaha,
Nebraska
|
$6.43K
|
–
|
–
|
–
|
|
|
25
|
CoreCap Advisors
Southfield,
Michigan
|
$5.05K
|
–
|
–
|
–
|
|
