|
1
|
Spinnaker Investment Group
Newport Beach,
California
|
$21.6M
|
+$1.61M
|
+34,703
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.84M
|
-$3.5M
|
-75,324
|
-34%
|
|
|
3
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$6.11M
|
+$3.76M
|
+80,957
|
+160%
|
|
|
4
|
Hofer & Associates
Thousand Oaks,
California
|
$5.66M
|
+$182K
|
+3,929
|
+3%
|
|
|
5
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.19M
|
+$250K
|
+5,395
|
+6%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$268K
|
-5,772
|
-6%
|
|
|
7
|
Elmwood Wealth Management
Berkeley,
California
|
$3.6M
|
-$29K
|
-625
|
-0.8%
|
|
|
8
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.27M
|
-$126K
|
-2,714
|
-4%
|
|
|
9
|
|
$3.11M
|
+$2.6K
|
+56
|
+0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
–
|
–
|
–
|
|
|
11
|
|
$2.92M
|
-$2.2M
|
-47,357
|
-43%
|
|
|
12
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.18M
|
-$529K
|
-11,395
|
-20%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.55M
|
+$28.6K
|
+616
|
+2%
|
|
|
14
|
Advisor Resource Council
Dallas,
Texas
|
$1.46M
|
+$1.16M
|
+24,943
|
+386%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.44M
|
+$71.7K
|
+1,545
|
+5%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$1.09M
|
+$73.5K
|
+1,583
|
+7%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$953K
|
+$83.9K
|
+1,807
|
+10%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$924K
|
-$37.4K
|
-805
|
-4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$901K
|
+$900K
|
+19,395
|
New
|
|
|
20
|
Lunt Capital Management
Holladay,
Utah
|
$849K
|
+$848K
|
+18,276
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$709K
|
+$10.2K
|
+219
|
+1%
|
|
|
22
|
Silver Oak Securities
Jackson,
Tennessee
|
$697K
|
+$70.5K
|
+1,518
|
+11%
|
|
|
23
|
KLR Investment Advisors
Providence,
Rhode Island
|
$691K
|
+$21.3K
|
+458
|
+3%
|
|
|
24
|
Greatmark Investment Partners
Columbus,
Georgia
|
$581K
|
–
|
–
|
–
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$548K
|
-$13K
|
-281
|
-2%
|
|
