|
1
|
LPL Financial
San Diego,
California
|
$13M
|
+$3.26M
|
+65,601
|
+35%
|
|
|
2
|
Sonoma Allocations
Santa Rosa,
California
|
$10.4M
|
+$4.2M
|
+84,453
|
+80%
|
|
|
3
|
Stephens Inc
Little Rock,
Arkansas
|
$9.47M
|
+$202K
|
+4,067
|
+2%
|
|
|
4
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$6.94M
|
+$766K
|
+15,401
|
+13%
|
|
|
5
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$4.46M
|
-$177K
|
-3,549
|
-4%
|
|
|
6
|
WESCAP Management Group
Glendale,
California
|
$3.83M
|
-$265K
|
-5,331
|
-7%
|
|
|
7
|
|
$2.94M
|
-$1.08M
|
-21,635
|
-27%
|
|
|
8
|
Spinnaker Investment Group
Newport Beach,
California
|
$2.29M
|
+$898K
|
+18,051
|
+68%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$2.1M
|
+$7.11K
|
+143
|
+0.4%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.58M
|
+$141K
|
+2,832
|
+10%
|
|
|
11
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.39M
|
-$101K
|
-2,021
|
-7%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.06M
|
+$583K
|
+11,726
|
+133%
|
|
|
13
|
Quantinno Capital Management
New York
|
$1.01M
|
+$205K
|
+4,120
|
+27%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$952K
|
+$703K
|
+14,142
|
+321%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$773K
|
+$382K
|
+7,672
|
+104%
|
|
|
16
|
Berkeley Inc
Boise,
Idaho
|
$718K
|
-$38.3K
|
-769
|
-5%
|
|
|
17
|
Cary Street Partners
Richmond,
Virginia
|
$671K
|
-$13.5K
|
-272
|
-2%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$664K
|
+$112K
|
+2,255
|
+21%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$590K
|
+$571K
|
+11,482
|
New
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$580K
|
+$102K
|
+2,055
|
+22%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$508K
|
+$492K
|
+9,885
|
New
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$361K
|
–
|
–
|
–
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$338K
|
+$328K
|
+6,585
|
New
|
|
|
24
|
E&G Advisors
Houston,
Texas
|
$338K
|
+$327K
|
+6,572
|
New
|
|
|
25
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$277K
|
+$32.7K
|
+658
|
+14%
|
|
