|
1
|
|
$270M
|
+$23.8M
|
+486,172
|
+9%
|
|
|
2
|
First Foundation Advisors
Irvine,
California
|
$14.2M
|
-$5.57M
|
-114,016
|
-28%
|
|
|
3
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$13.2M
|
+$554K
|
+11,345
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$9.31M
|
+$872K
|
+17,840
|
+10%
|
|
|
5
|
Eclectic Associates
Fullerton,
California
|
$8.31M
|
+$2.01M
|
+41,145
|
+31%
|
|
|
6
|
Anderson Financial Strategies
Dayton,
Ohio
|
$8.15M
|
+$107K
|
+2,197
|
+1%
|
|
|
7
|
Beta Wealth Group
San Diego,
California
|
$5.82M
|
+$211K
|
+4,326
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.75M
|
-$1.17M
|
-23,940
|
-20%
|
|
|
9
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$4.44M
|
+$96.3K
|
+1,970
|
+2%
|
|
|
10
|
Ducere Wealth Management
Newport Beach,
California
|
$4.3M
|
-$455K
|
-9,305
|
-9%
|
|
|
11
|
Two Sigma Investments
New York
|
$3.71M
|
+$2.02M
|
+41,300
|
+115%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.69M
|
+$165K
|
+3,379
|
+6%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.99M
|
+$1.66M
|
+34,000
|
+454%
|
|
|
14
|
21 West Wealth Management
Tustin,
California
|
$1.47M
|
+$32.9K
|
+674
|
+2%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$1.4M
|
+$293K
|
+5,992
|
+26%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.21M
|
+$103K
|
+2,105
|
+9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21M
|
+$75K
|
+1,534
|
+7%
|
|
|
18
|
One Capital Management
Westlake Village,
California
|
$1.17M
|
+$50.4K
|
+1,031
|
+4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
+$1.08M
|
+22,033
|
New
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$942K
|
+$293K
|
+5,989
|
+44%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$888K
|
+$13.7K
|
+280
|
+2%
|
|
|
22
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$816K
|
+$34.8K
|
+712
|
+4%
|
|
|
23
|
|
$782K
|
–
|
–
|
–
|
|
|
24
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$698K
|
+$2.15K
|
+44
|
+0.3%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$647K
|
+$4.05K
|
+83
|
+0.6%
|
|
