|
1
|
|
$272M
|
+$16.4M
|
+330,231
|
+6%
|
|
|
2
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$8.3M
|
+$867K
|
+17,438
|
+11%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.62M
|
-$437K
|
-8,784
|
-6%
|
|
|
4
|
First Foundation Advisors
Irvine,
California
|
$6.06M
|
+$910K
|
+18,314
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.69M
|
+$149K
|
+3,000
|
+3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.06M
|
-$590K
|
-11,875
|
-15%
|
|
|
7
|
Beta Wealth Group
San Diego,
California
|
$3.01M
|
+$84.5K
|
+1,701
|
+3%
|
|
|
8
|
Per Stirling Capital Management
Austin,
Texas
|
$2.84M
|
+$187K
|
+3,754
|
+7%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$2.21M
|
+$21.9K
|
+441
|
+1%
|
|
|
10
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.74M
|
+$1.81M
|
+36,374
|
+10,246%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$1.17M
|
+$1.23M
|
+24,794
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
+$474K
|
+9,530
|
+72%
|
|
|
13
|
Eclectic Associates
Fullerton,
California
|
$1.03M
|
+$727K
|
+14,634
|
+202%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$920K
|
+$137K
|
+2,757
|
+17%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$913K
|
+$611K
|
+12,299
|
+176%
|
|
|
16
|
Swisher Financial Concepts
Westerville,
Ohio
|
$893K
|
-$679K
|
-13,663
|
-42%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$850K
|
-$3.29M
|
-66,273
|
-79%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$800K
|
+$841K
|
+16,926
|
New
|
|
|
19
|
|
$769K
|
-$750K
|
-15,094
|
-48%
|
|
|
20
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$643K
|
-$14.1K
|
-283
|
-2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$568K
|
+$197K
|
+3,960
|
+49%
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$424K
|
+$3.23K
|
+65
|
+0.7%
|
|
|
23
|
Whipplewood Advisors
Littleton,
Colorado
|
$364K
|
+$382K
|
+7,695
|
New
|
|
|
24
|
Milestone Asset Management Group
Avon,
Connecticut
|
$354K
|
+$372K
|
+7,483
|
New
|
|
|
25
|
Synergy Asset Management
Vancouver,
Washington
|
$315K
|
+$331K
|
+6,652
|
New
|
|
