|
1
|
Spinnaker Investment Group
Newport Beach,
California
|
$18M
|
+$18.5M
|
+368,954
|
New
|
|
|
2
|
Rise Advisors
Rochester,
New York
|
$15.7M
|
+$15.7M
|
+313,208
|
New
|
|
|
3
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$11.7M
|
+$11.8M
|
+234,337
|
New
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$10M
|
+$10M
|
+200,000
|
New
|
|
|
5
|
|
$9.47M
|
+$9.48M
|
+188,949
|
New
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$8.09M
|
+$8.1M
|
+161,413
|
New
|
|
|
7
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$7.19M
|
+$7.56M
|
+150,635
|
New
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$5.84M
|
+$5.85M
|
+116,495
|
New
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.74M
|
+$5.75M
|
+114,537
|
New
|
|
|
10
|
Silicon Hills Wealth Management
Austin,
Texas
|
$3.63M
|
+$3.64M
|
+72,455
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
+$1.94M
|
+38,630
|
New
|
|
|
12
|
Ancora Advisors
Cleveland,
Ohio
|
$1.73M
|
+$1.73M
|
+34,437
|
New
|
|
|
13
|
Forum Financial Management
Lombard,
Illinois
|
$1.25M
|
+$1.25M
|
+24,947
|
New
|
|
|
14
|
FirstPurpose Wealth
Orem,
Utah
|
$1.09M
|
+$1.1M
|
+21,824
|
New
|
|
|
15
|
Bridge Advisory
Pasadena,
California
|
$969K
|
+$970K
|
+19,325
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$606K
|
+$607K
|
+12,092
|
New
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$569K
|
+$570K
|
+11,360
|
New
|
|
|
18
|
Applied Capital
Little Rock,
Arkansas
|
$516K
|
+$517K
|
+10,291
|
New
|
|
|
19
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$335K
|
+$345K
|
+6,864
|
New
|
|
|
20
|
Sutton Place Investors
Katonah,
New York
|
$203K
|
+$204K
|
+4,060
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$48K
|
+$47.8K
|
+953
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$3K
|
+$3.31K
|
+66
|
New
|
|
