|
1
|
Spinnaker Investment Group
Newport Beach,
California
|
$19.9M
|
+$1.8M
|
+38,845
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$157K
|
+3,388
|
+2%
|
|
|
3
|
Hofer & Associates
Thousand Oaks,
California
|
$5.43M
|
-$28.5K
|
-614
|
-0.5%
|
|
|
4
|
|
$5.12M
|
+$5.12M
|
+110,311
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.15M
|
-$133K
|
-2,860
|
-3%
|
|
|
6
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$3.94M
|
+$2.1M
|
+45,174
|
+114%
|
|
|
7
|
Elmwood Wealth Management
Berkeley,
California
|
$3.63M
|
-$73.4K
|
-1,583
|
-2%
|
|
|
8
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.39M
|
-$464
|
-10
|
-0%
|
|
|
9
|
|
$3.1M
|
-$277K
|
-5,970
|
-8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
–
|
–
|
–
|
|
|
11
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.7M
|
+$2.7M
|
+58,231
|
New
|
|
|
12
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$2.35M
|
-$109K
|
-2,342
|
-4%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.51M
|
-$244K
|
-5,249
|
-14%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.36M
|
-$59K
|
-1,272
|
-4%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$1.01M
|
+$1.01M
|
+21,824
|
New
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$961K
|
-$46.8K
|
-1,009
|
-5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$869K
|
-$10.3K
|
-222
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$699K
|
+$29.5K
|
+636
|
+4%
|
|
|
19
|
KLR Investment Advisors
Providence,
Rhode Island
|
$670K
|
+$36K
|
+776
|
+6%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$634K
|
-$85.1K
|
-1,835
|
-12%
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
$627K
|
+$626K
|
+13,495
|
New
|
|
|
22
|
Greatmark Investment Partners
Columbus,
Georgia
|
$580K
|
–
|
–
|
–
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$561K
|
-$13.2K
|
-285
|
-2%
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$401K
|
-$1.44K
|
-31
|
-0.4%
|
|
|
25
|
Equitable Holdings
New York
|
$396K
|
+$94.7K
|
+2,041
|
+31%
|
|
