|
1
|
LPL Financial
San Diego,
California
|
$20.6M
|
+$1.23M
|
+21,676
|
+6%
|
|
|
2
|
Stephens Inc
Little Rock,
Arkansas
|
$13.8M
|
+$372K
|
+6,558
|
+3%
|
|
|
3
|
Sonoma Allocations
Santa Rosa,
California
|
$13.6M
|
+$2M
|
+35,238
|
+17%
|
|
|
4
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$9.09M
|
+$785K
|
+13,829
|
+9%
|
|
|
5
|
WESCAP Management Group
Glendale,
California
|
$4.01M
|
-$13.8K
|
-243
|
-0.3%
|
|
|
6
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.51M
|
-$2.32M
|
-40,878
|
-48%
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
$2.5M
|
+$311K
|
+5,486
|
+14%
|
|
|
8
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.45M
|
+$227K
|
+3,994
|
+10%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.42M
|
+$67.4K
|
+1,188
|
+3%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$2.33M
|
+$41.1K
|
+724
|
+2%
|
|
|
11
|
Insigneo Advisory Services
Miami,
Florida
|
$1.82M
|
+$187K
|
+3,289
|
+11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
+$389K
|
+6,848
|
+27%
|
|
|
13
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.51M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.47M
|
+$1.49M
|
+26,305
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
-$1.23M
|
-21,589
|
-46%
|
|
|
16
|
Flow Traders U.S.
New York
|
$1.22M
|
+$1.24M
|
+21,822
|
New
|
|
|
17
|
Quantinno Capital Management
New York
|
$1.19M
|
-$138K
|
-2,439
|
-10%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.08M
|
+$1.1M
|
+19,369
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.02M
|
+$348K
|
+6,127
|
+51%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.02M
|
+$22.4K
|
+394
|
+2%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$954K
|
+$20.3K
|
+357
|
+2%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$892K
|
+$32.8K
|
+578
|
+4%
|
|
|
23
|
E&G Advisors
Houston,
Texas
|
$884K
|
+$13.9K
|
+245
|
+2%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$875K
|
-$6.24K
|
-110
|
-0.7%
|
|
|
25
|
Cary Street Partners
Richmond,
Virginia
|
$718K
|
-$11.2K
|
-198
|
-2%
|
|
