|
1
|
LPL Financial
San Diego,
California
|
$9.18M
|
+$8.22M
|
+172,197
|
+1,098%
|
|
|
2
|
Stephens Inc
Little Rock,
Arkansas
|
$8.81M
|
+$8.6M
|
+180,223
|
New
|
|
|
3
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$5.85M
|
+$1.55M
|
+32,579
|
+37%
|
|
|
4
|
Sonoma Allocations
Santa Rosa,
California
|
$5.19M
|
+$5.05M
|
+105,701
|
New
|
|
|
5
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$4.41M
|
-$628K
|
-13,150
|
-13%
|
|
|
6
|
WESCAP Management Group
Glendale,
California
|
$3.91M
|
-$32.1K
|
-673
|
-0.8%
|
|
|
7
|
|
$3.86M
|
+$3.05M
|
+63,815
|
+422%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.59M
|
+$3.51M
|
+73,483
|
New
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$2M
|
+$1.05K
|
+22
|
+0.1%
|
|
|
10
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.42M
|
–
|
–
|
–
|
|
|
11
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.36M
|
+$1.33M
|
+27,837
|
New
|
|
|
12
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.29M
|
+$1.26M
|
+26,491
|
New
|
|
|
13
|
Scotia Capital
Toronto,
Ontario, Canada
|
$763K
|
+$8.73K
|
+183
|
+1%
|
|
|
14
|
Quantinno Capital Management
New York
|
$756K
|
+$463K
|
+9,701
|
+168%
|
|
|
15
|
Berkeley Inc
Boise,
Idaho
|
$721K
|
-$1.75M
|
-36,584
|
-71%
|
|
|
16
|
Cary Street Partners
Richmond,
Virginia
|
$652K
|
–
|
–
|
–
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$522K
|
+$510K
|
+10,676
|
New
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$450K
|
+$31K
|
+650
|
+8%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$432K
|
+$24.1K
|
+504
|
+6%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$360K
|
+$352K
|
+7,372
|
New
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$341K
|
–
|
–
|
–
|
|
|
22
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$231K
|
+$226K
|
+4,733
|
New
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$215K
|
+$210K
|
+4,399
|
New
|
|
|
24
|
|
$207K
|
+$35.3K
|
+740
|
+21%
|
|
|
25
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$206K
|
+$201K
|
+4,211
|
New
|
|
