|
1
|
|
$270M
|
-$7.58M
|
-158,312
|
-3%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$23.7M
|
+$17.4M
|
+363,862
|
+284%
|
|
|
3
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$9.05M
|
+$592K
|
+12,356
|
+7%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.24M
|
+$483K
|
+10,095
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.68M
|
+$897K
|
+18,725
|
+19%
|
|
|
6
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$5.49M
|
+$5.46M
|
+113,982
|
New
|
|
|
7
|
Beta Wealth Group
San Diego,
California
|
$4.45M
|
+$1.37M
|
+28,584
|
+45%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$2.77M
|
+$2.52M
|
+52,589
|
+1,079%
|
|
|
9
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$2.53M
|
+$755K
|
+15,774
|
+43%
|
|
|
10
|
Eclectic Associates
Fullerton,
California
|
$2.26M
|
+$1.2M
|
+25,070
|
+115%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$2.25M
|
-$4.55K
|
-95
|
-0.2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.01M
|
-$1.11M
|
-23,139
|
-36%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$138K
|
+2,889
|
+15%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$942K
|
+$3.88K
|
+81
|
+0.4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$901K
|
+$34.6K
|
+723
|
+4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$824K
|
+$7.9K
|
+165
|
+1%
|
|
|
17
|
|
$784K
|
–
|
–
|
–
|
|
|
18
|
Swisher Financial Concepts
Westerville,
Ohio
|
$749K
|
-$160K
|
-3,344
|
-18%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$700K
|
+$120K
|
+2,515
|
+21%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$662K
|
+$658K
|
+13,733
|
New
|
|
|
21
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$661K
|
+$5.75K
|
+120
|
+0.9%
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$435K
|
+$1.92K
|
+40
|
+0.4%
|
|
|
23
|
Milestone Asset Management Group
Avon,
Connecticut
|
$433K
|
+$71.5K
|
+1,494
|
+20%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$427K
|
+$424K
|
+8,856
|
New
|
|
|
25
|
Whipplewood Advisors
Littleton,
Colorado
|
$396K
|
-$204K
|
-4,262
|
-55%
|
|
