|
1
|
Spinnaker Investment Group
Newport Beach,
California
|
$14.4M
|
+$2.25M
|
+48,316
|
+18%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.88M
|
+$2.98M
|
+64,047
|
+60%
|
|
|
3
|
Hofer & Associates
Thousand Oaks,
California
|
$5.46M
|
-$11.8K
|
-254
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.33M
|
-$9.22M
|
-197,950
|
-68%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$3.79M
|
-$435K
|
-9,330
|
-10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.83M
|
-$9.32K
|
-200
|
-0.3%
|
|
|
7
|
|
$2.71M
|
-$390K
|
-8,365
|
-12%
|
|
|
8
|
|
$2.58M
|
+$2.61M
|
+56,042
|
New
|
|
|
9
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$2.39M
|
+$8.66K
|
+186
|
+0.4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
+$335K
|
+7,183
|
+17%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.03M
|
+$1.17M
|
+25,206
|
+134%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.95M
|
-$6.92M
|
-148,618
|
-78%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.63M
|
+$1.65M
|
+35,406
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.48M
|
+$1.2M
|
+25,755
|
+398%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
+$387K
|
+8,313
|
+51%
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$984K
|
-$32.9K
|
-706
|
-3%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$830K
|
-$139K
|
-2,985
|
-14%
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$705K
|
-$1.23M
|
-26,299
|
-63%
|
|
|
19
|
MBL Wealth
Charlotte,
North Carolina
|
$679K
|
-$1.02M
|
-21,948
|
-60%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$608K
|
+$616K
|
+13,219
|
New
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$585K
|
+$592K
|
+12,712
|
New
|
|
|
22
|
Greatmark Investment Partners
Columbus,
Georgia
|
$575K
|
–
|
–
|
–
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$570K
|
-$606
|
-13
|
-0.1%
|
|
|
24
|
Western Wealth Management
Golden,
Colorado
|
$439K
|
+$559
|
+12
|
+0.1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$412K
|
–
|
–
|
–
|
|
