|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32M
|
+$15.2M
|
+399,582
|
+89%
|
|
|
2
|
Tectonic Advisors
Frisco,
Texas
|
$23.1M
|
-$485K
|
-12,741
|
-2%
|
|
|
3
|
St. James Investment Company
Southlake,
Texas
|
$11.6M
|
-$1.29M
|
-33,925
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.84M
|
+$1.75M
|
+46,048
|
+21%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.5M
|
+$9.29M
|
+244,136
|
+3,284%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.13M
|
+$138K
|
+3,630
|
+2%
|
|
|
7
|
Global View Capital Management
Waukesha,
Wisconsin
|
$6.64M
|
+$1.53M
|
+40,214
|
+30%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.96M
|
-$43.4K
|
-1,140
|
-0.9%
|
|
|
9
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.81M
|
+$1.75K
|
+46
|
+0.1%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.67M
|
-$266
|
-7
|
-0%
|
|
|
11
|
Redwood Family Wealth
Addison,
Texas
|
$1.06M
|
+$103K
|
+2,719
|
+11%
|
|
|
12
|
|
$944K
|
+$951K
|
+25,000
|
New
|
|
|
13
|
Castleview Partners
Dallas,
Texas
|
$742K
|
+$15.5K
|
+407
|
+2%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$378K
|
–
|
–
|
–
|
|
|
15
|
GWN Securities
Palm Beach Gardens,
Florida
|
$325K
|
-$2.55K
|
-67
|
-0.8%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$284K
|
-$358K
|
-9,424
|
-56%
|
|
|
17
|
&Partners
Nashville,
Tennessee
|
$213K
|
+$215K
|
+5,652
|
New
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$106K
|
+$107K
|
+2,818
|
New
|
|
|
19
|
Hantz Financial Services
Southfield,
Michigan
|
$20K
|
-$110K
|
-2,885
|
-84%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.6K
|
+$15.8K
|
+415
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$17.5K
|
-489
|
Closed
|
|
|
22
|
|
–
|
-$42
|
-1
|
Closed
|
|
