|
1
|
Trilogy Capital
Irvine,
California
|
$37.7M
|
+$34.5M
|
+863,840
|
+1,108%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$1.79M
|
+44,782
|
+6%
|
|
|
3
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$17.7M
|
-$607K
|
-15,225
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
+$13.5M
|
+337,343
|
+330%
|
|
|
5
|
Forward Management
San Francisco,
California
|
$16.9M
|
+$10.8M
|
+270,426
|
+178%
|
|
|
6
|
|
$16.8M
|
-$24.6K
|
-617
|
-0.1%
|
|
|
7
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$16.3M
|
+$4.55M
|
+114,155
|
+39%
|
|
|
8
|
|
$15.7M
|
+$8.1M
|
+203,074
|
+107%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$11.1M
|
+$3.51M
|
+87,952
|
+47%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.4M
|
-$69.3K
|
-1,736
|
-0.7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.37M
|
-$97.3K
|
-2,438
|
-1%
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$8.58M
|
-$477K
|
-11,956
|
-5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.34M
|
-$85K
|
-2,132
|
-1%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$8.3M
|
+$1.39M
|
+34,873
|
+20%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.82M
|
+$1.62M
|
+40,557
|
+26%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.74M
|
+$6.91M
|
+173,316
|
+858%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.38M
|
-$223K
|
-5,596
|
-3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.86M
|
+$1.75M
|
+43,873
|
+34%
|
|
|
19
|
Harrell Investment Partners
Austin,
Texas
|
$6.63M
|
-$332K
|
-8,328
|
-5%
|
|
|
20
|
Madrona Financial Services
Everett,
Washington
|
$6.59M
|
-$93.7K
|
-2,348
|
-1%
|
|
|
21
|
Investment Advisory Group
Hanover,
Massachusetts
|
$6.59M
|
+$6.85M
|
+171,680
|
New
|
|
|
22
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$5.69M
|
+$896K
|
+22,468
|
+19%
|
|
|
23
|
Peregrine Asset Advisers
Portland,
Oregon
|
$5.64M
|
-$23.3K
|
-585
|
-0.4%
|
|
|
24
|
Centaurus Financial
Anaheim,
California
|
$5.25M
|
+$97.6K
|
+2,446
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.59M
|
+$407K
|
+10,211
|
+10%
|
|
