|
1
|
|
$294M
|
-$8.27M
|
-160,332
|
-3%
|
|
|
2
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$13.3M
|
-$1.02M
|
-19,784
|
-7%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$11.5M
|
+$1.35M
|
+26,126
|
+13%
|
|
|
4
|
Eclectic Associates
Fullerton,
California
|
$10.4M
|
+$1.34M
|
+25,983
|
+15%
|
|
|
5
|
First Foundation Advisors
Irvine,
California
|
$10.3M
|
-$5.05M
|
-97,859
|
-33%
|
|
|
6
|
Anderson Financial Strategies
Dayton,
Ohio
|
$8.42M
|
-$11.4K
|
-220
|
-0.1%
|
|
|
7
|
Beta Wealth Group
San Diego,
California
|
$6.31M
|
-$5.11K
|
-99
|
-0.1%
|
|
|
8
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$5.62M
|
+$798K
|
+15,461
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.07M
|
-$81.2K
|
-1,574
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.67M
|
+$3.07M
|
+59,496
|
+554%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.91M
|
-$15.6K
|
-302
|
-0.5%
|
|
|
12
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$2.61M
|
+$392K
|
+7,597
|
+1,381%
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
$1.79M
|
+$266K
|
+5,164
|
+18%
|
|
|
14
|
21 West Wealth Management
Tustin,
California
|
$1.59M
|
-$1.5K
|
-29
|
-0.1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
-$39.1K
|
-758
|
-3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21M
|
-$104K
|
-2,012
|
-8%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.17M
|
-$988K
|
-19,151
|
-46%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.14M
|
+$112K
|
+2,175
|
+11%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.12M
|
+$521K
|
+10,098
|
+89%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.1M
|
-$48.4K
|
-939
|
-4%
|
|
|
22
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.05M
|
+$85K
|
+1,648
|
+9%
|
|
|
23
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$879K
|
-$6.29K
|
-122
|
-0.7%
|
|
|
24
|
|
$848K
|
–
|
–
|
–
|
|
|
25
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$762K
|
+$4.03K
|
+78
|
+0.5%
|
|
