|
1
|
|
$298M
|
+$11.2M
|
+235,460
|
+4%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$21.1M
|
-$4.1M
|
-85,849
|
-16%
|
|
|
3
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$10.8M
|
+$796K
|
+16,676
|
+8%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$7.67M
|
+$1.62M
|
+33,920
|
+27%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$7.25M
|
+$810K
|
+16,965
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6M
|
+$173K
|
+3,620
|
+3%
|
|
|
7
|
Beta Wealth Group
San Diego,
California
|
$5.58M
|
+$348K
|
+7,289
|
+7%
|
|
|
8
|
Eclectic Associates
Fullerton,
California
|
$5.04M
|
+$1.44M
|
+30,236
|
+40%
|
|
|
9
|
First American Trust
Santa Ana,
California
|
$5.04M
|
+$267K
|
+5,591
|
+6%
|
|
|
10
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.75M
|
+$663K
|
+13,894
|
+22%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.68M
|
+$1.44M
|
+30,174
|
+65%
|
|
|
12
|
21 West Wealth Management
Tustin,
California
|
$1.39M
|
+$41.3K
|
+866
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$23.1K
|
+483
|
+2%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
+$67.2K
|
+1,407
|
+7%
|
|
|
15
|
Silver Oak Securities
Jackson,
Tennessee
|
$922K
|
+$294K
|
+6,161
|
+47%
|
|
|
16
|
|
$779K
|
-$561K
|
-11,753
|
-42%
|
|
|
17
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$724K
|
+$22.4K
|
+469
|
+3%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$693K
|
-$11.6K
|
-243
|
-2%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$689K
|
+$685K
|
+14,356
|
+110,431%
|
|
|
20
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$562K
|
-$17.6K
|
-369
|
-3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$488K
|
-$154K
|
-3,221
|
-24%
|
|
|
22
|
Milestone Asset Management Group
Avon,
Connecticut
|
$462K
|
+$29.6K
|
+619
|
+7%
|
|
|
23
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$437K
|
+$2.53K
|
+53
|
+0.6%
|
|
|
24
|
Whipplewood Advisors
Littleton,
Colorado
|
$389K
|
-$3.34K
|
-70
|
-0.9%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$386K
|
+$28.4K
|
+594
|
+8%
|
|
