|
1
|
Spinnaker Investment Group
Newport Beach,
California
|
$18M
|
+$3.55M
|
+77,244
|
+25%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$2.21M
|
+48,047
|
+28%
|
|
|
3
|
Hofer & Associates
Thousand Oaks,
California
|
$5.46M
|
-$3.49K
|
-76
|
-0.1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.25M
|
-$89.4K
|
-1,948
|
-2%
|
|
|
5
|
Elmwood Wealth Management
Berkeley,
California
|
$3.68M
|
-$119K
|
-2,600
|
-3%
|
|
|
6
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.37M
|
+$1.33M
|
+29,002
|
+66%
|
|
|
7
|
|
$3.36M
|
+$637K
|
+13,884
|
+24%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.02M
|
+$188K
|
+4,103
|
+7%
|
|
|
9
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$2.44M
|
+$42K
|
+915
|
+2%
|
|
|
10
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.83M
|
+$1.81M
|
+39,531
|
+39,531%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.58M
|
-$47.1K
|
-1,025
|
-3%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.41M
|
+$271K
|
+5,911
|
+24%
|
|
|
13
|
Larson Financial Group
St Louis,
Missouri
|
$1M
|
+$14.7K
|
+320
|
+1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$873K
|
-$1.42M
|
-30,980
|
-62%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$714K
|
-$117K
|
-2,541
|
-14%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$664K
|
+$54.8K
|
+1,194
|
+9%
|
|
|
17
|
KLR Investment Advisors
Providence,
Rhode Island
|
$629K
|
+$627K
|
+13,654
|
New
|
|
|
18
|
Greatmark Investment Partners
Columbus,
Georgia
|
$576K
|
–
|
–
|
–
|
|
|
19
|
CIBC World Market
Toronto,
Ontario, Canada
|
$570K
|
–
|
–
|
–
|
|
|
20
|
Merit Financial Group
Alpharetta,
Georgia
|
$488K
|
+$486K
|
+10,588
|
New
|
|
|
21
|
Aveo Capital Partners
Englewood,
Colorado
|
$399K
|
-$305K
|
-6,650
|
-43%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$390K
|
–
|
–
|
–
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$381K
|
–
|
–
|
–
|
|
|
24
|
Equitable Holdings
New York
|
$299K
|
+$22.2K
|
+483
|
+8%
|
|
|
25
|
Sunbelt Securities
Houston,
Texas
|
$282K
|
+$1.7K
|
+37
|
+0.6%
|
|
