|
1
|
TCW Group
Los Angeles,
California
|
$29M
|
+$1.97M
|
+58,556
|
+8%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.4M
|
-$257K
|
-7,648
|
-3%
|
|
|
3
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$8.73M
|
-$172K
|
-5,113
|
-2%
|
|
|
4
|
Capital Planning
Bellevue,
Washington
|
$7.49M
|
-$105K
|
-3,128
|
-1%
|
|
|
5
|
Manchester Financial
Westlake Village,
California
|
$7.39M
|
-$209K
|
-6,217
|
-3%
|
|
|
6
|
Avalon Capital Management
Port Of Redwood City,
California
|
$3.6M
|
+$3.45M
|
+102,732
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
+$292K
|
+8,693
|
+11%
|
|
|
8
|
|
$2.79M
|
-$90.8K
|
-2,706
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$827K
|
+$792K
|
+23,595
|
New
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$826K
|
+$792K
|
+23,580
|
New
|
|
|
11
|
|
$784K
|
+$60.4K
|
+1,798
|
+9%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$727K
|
-$13K
|
-388
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$674K
|
+$43.8K
|
+1,306
|
+7%
|
|
|
14
|
Tempus Wealth Planning
Irvine,
California
|
$634K
|
+$608K
|
+18,100
|
New
|
|
|
15
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$525K
|
+$504K
|
+15,000
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$509K
|
+$461K
|
+13,734
|
+1,743%
|
|
|
17
|
Flow Traders U.S.
New York
|
$497K
|
-$26.8K
|
-798
|
-5%
|
|
|
18
|
Cooper Financial Group
Irvine,
California
|
$486K
|
–
|
–
|
–
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$457K
|
-$15.7K
|
-468
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$366K
|
+$134K
|
+3,986
|
+62%
|
|
|
21
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$336K
|
–
|
–
|
–
|
|
|
22
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$283K
|
+$271K
|
+8,065
|
New
|
|
|
24
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$246K
|
–
|
–
|
–
|
|
|
25
|
Lido Advisors
Los Angeles,
California
|
$213K
|
–
|
–
|
–
|
|
