|
1
|
One Capital Management
Westlake Village,
California
|
$30.6M
|
-$770K
|
-29,352
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$599K
|
+22,825
|
+4%
|
|
|
3
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$8.27M
|
+$388K
|
+14,774
|
+5%
|
|
|
4
|
SimpliFi Inc
San Diego,
California
|
$4.92M
|
+$17.8K
|
+680
|
+0.3%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$3.28M
|
+$3.44M
|
+131,084
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.17M
|
+$376K
|
+14,333
|
+13%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.02M
|
-$230K
|
-8,771
|
-7%
|
|
|
8
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$2.56M
|
-$4.83M
|
-183,931
|
-64%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$2.43M
|
+$2.55M
|
+97,160
|
New
|
|
|
10
|
United Advisor Group
Cincinnati,
Ohio
|
$2.25M
|
+$903K
|
+34,416
|
+62%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.96M
|
+$2.05M
|
+78,177
|
New
|
|
|
12
|
Strive Asset Management
Dublin,
Ohio
|
$1.55M
|
+$1.62M
|
+61,913
|
New
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.5M
|
+$283K
|
+10,765
|
+22%
|
|
|
14
|
Occidental Asset Management
Burlingame,
California
|
$1.43M
|
+$90.7K
|
+3,455
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$131K
|
+4,995
|
+11%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
+$198K
|
+7,546
|
+19%
|
|
|
17
|
Astoria Portfolio Advisors
New York
|
$990K
|
-$1.94M
|
-73,854
|
-65%
|
|
|
18
|
Professional Financial Advisors
North Platte,
Nebraska
|
$910K
|
+$53.9K
|
+2,055
|
+6%
|
|
|
19
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$843K
|
+$113K
|
+4,317
|
+15%
|
|
|
20
|
|
$686K
|
-$35.7K
|
-1,362
|
-5%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$630K
|
+$28.7K
|
+1,095
|
+5%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$562K
|
+$131
|
+5
|
+0%
|
|
|
23
|
|
$526K
|
+$552K
|
+21,026
|
New
|
|
|
24
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$485K
|
+$4.78K
|
+182
|
+0.9%
|
|
|
25
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$440K
|
+$656
|
+25
|
+0.1%
|
|
