|
1
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$5.03M
|
+93,517
|
+37%
|
|
|
2
|
Stephens Inc
Little Rock,
Arkansas
|
$12.9M
|
+$3.02M
|
+56,181
|
+30%
|
|
|
3
|
Sonoma Allocations
Santa Rosa,
California
|
$11.4M
|
+$997K
|
+18,532
|
+10%
|
|
|
4
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$8.01M
|
+$748K
|
+13,909
|
+10%
|
|
|
5
|
|
$7.21M
|
+$4.14M
|
+77,036
|
+134%
|
|
|
6
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$4.61M
|
-$49.6K
|
-923
|
-1%
|
|
|
7
|
WESCAP Management Group
Glendale,
California
|
$3.87M
|
-$136K
|
-2,525
|
-3%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$2.54M
|
+47,294
|
New
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.27M
|
+$622K
|
+11,569
|
+38%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$2.2M
|
-$1.34K
|
-25
|
-0.1%
|
|
|
11
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.14M
|
+$2.14M
|
+39,874
|
New
|
|
|
12
|
Spinnaker Investment Group
Newport Beach,
California
|
$2.11M
|
-$285K
|
-5,306
|
-12%
|
|
|
13
|
Insigneo Advisory Services
Miami,
Florida
|
$1.58M
|
+$1.58M
|
+29,373
|
New
|
|
|
14
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.46M
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.37M
|
+$1.33M
|
+24,805
|
+3,379%
|
|
|
16
|
Quantinno Capital Management
New York
|
$1.27M
|
+$222K
|
+4,130
|
+21%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$956K
|
-$39.6K
|
-737
|
-4%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$899K
|
+$865K
|
+16,077
|
+2,410%
|
|
|
19
|
E&G Advisors
Houston,
Texas
|
$837K
|
+$485K
|
+9,020
|
+137%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$827K
|
+$19K
|
+353
|
+2%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$826K
|
+$250K
|
+4,657
|
+41%
|
|
|
22
|
AmeriFlex Group
Las Vegas,
Nevada
|
$822K
|
+$823K
|
+15,307
|
New
|
|
|
23
|
Cary Street Partners
Richmond,
Virginia
|
$702K
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$656K
|
+$126K
|
+2,334
|
+24%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$650K
|
-$44.2K
|
-822
|
-6%
|
|
