|
1
|
|
$285M
|
+$18.1M
|
+383,988
|
+7%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$25M
|
+$1.56M
|
+33,015
|
+7%
|
|
|
3
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$9.93M
|
+$969K
|
+20,529
|
+11%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.35M
|
+$194K
|
+4,115
|
+3%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$6.4M
|
+$6.34M
|
+134,307
|
New
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$6.01M
|
+$3.24M
|
+68,686
|
+120%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.79M
|
+$168K
|
+3,550
|
+3%
|
|
|
8
|
Beta Wealth Group
San Diego,
California
|
$5.2M
|
+$797K
|
+16,884
|
+18%
|
|
|
9
|
First American Trust
Santa Ana,
California
|
$4.74M
|
+$4.7M
|
+99,532
|
New
|
|
|
10
|
Eclectic Associates
Fullerton,
California
|
$3.57M
|
+$1.32M
|
+28,050
|
+60%
|
|
|
11
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.07M
|
+$564K
|
+11,944
|
+23%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.22M
|
+$238K
|
+5,040
|
+12%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$2.19M
|
-$28.5K
|
-603
|
-1%
|
|
|
14
|
21 West Wealth Management
Tustin,
California
|
$1.34M
|
+$1.33M
|
+28,226
|
New
|
|
|
15
|
|
$1.33M
|
+$555K
|
+11,753
|
+72%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06M
|
+$7.65K
|
+162
|
+0.7%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$1.02M
|
+$367K
|
+7,768
|
+57%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
+$112K
|
+2,370
|
+13%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$813K
|
+$806K
|
+17,074
|
New
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$701K
|
-$228K
|
-4,826
|
-25%
|
|
|
21
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$697K
|
+$43.9K
|
+930
|
+7%
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
$649K
|
+$643K
|
+13,628
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$638K
|
-$53.8K
|
-1,139
|
-8%
|
|
|
24
|
Silver Oak Securities
Jackson,
Tennessee
|
$623K
|
+$370K
|
+7,834
|
+149%
|
|
|
25
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$577K
|
+$192K
|
+4,065
|
+51%
|
|
