|
1
|
|
$243M
|
-$47.8M
|
-1,008,935
|
-16%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$19.1M
|
-$1.41M
|
-29,790
|
-7%
|
|
|
3
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$12.3M
|
+$1.84M
|
+38,831
|
+17%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$8.21M
|
+$744K
|
+15,705
|
+10%
|
|
|
5
|
Anderson Financial Strategies
Dayton,
Ohio
|
$7.29M
|
+$226K
|
+4,772
|
+3%
|
|
|
6
|
Eclectic Associates
Fullerton,
California
|
$6.16M
|
+$1.26M
|
+26,596
|
+25%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.73M
|
-$113K
|
-2,382
|
-2%
|
|
|
8
|
Beta Wealth Group
San Diego,
California
|
$5.45M
|
+$6.63K
|
+140
|
+0.1%
|
|
|
9
|
Ducere Wealth Management
Newport Beach,
California
|
$4.62M
|
+$4.68M
|
+98,851
|
New
|
|
|
10
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$4.22M
|
+$570K
|
+12,028
|
+15%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.46M
|
-$1.15M
|
-24,261
|
-32%
|
|
|
12
|
Two Sigma Investments
New York
|
$1.67M
|
+$1.7M
|
+35,800
|
New
|
|
|
13
|
21 West Wealth Management
Tustin,
California
|
$1.39M
|
+$34.9K
|
+736
|
+3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
+$35.6K
|
+752
|
+3%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$1.09M
|
+$1.11M
|
+23,395
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
+$31.4K
|
+664
|
+3%
|
|
|
17
|
Central Trust Company
Jefferson City,
Missouri
|
$1.08M
|
+$413K
|
+8,719
|
+61%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.03M
|
+$986K
|
+20,809
|
+1,819%
|
|
|
19
|
Silver Oak Securities
Jackson,
Tennessee
|
$858K
|
-$49.8K
|
-1,051
|
-5%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$849K
|
+$856K
|
+18,070
|
+15,713%
|
|
|
21
|
|
$760K
|
–
|
–
|
–
|
|
|
22
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$760K
|
+$54.5K
|
+1,151
|
+8%
|
|
|
23
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$677K
|
+$130K
|
+2,749
|
+23%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$636K
|
+$304K
|
+6,416
|
+89%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$625K
|
-$51.7K
|
-1,091
|
-8%
|
|
