|
1
|
Spinnaker Investment Group
Newport Beach,
California
|
$22.2M
|
+$663K
|
+14,279
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.79M
|
-$48.1K
|
-1,035
|
-0.7%
|
|
|
3
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$6.05M
|
-$56.2K
|
-1,210
|
-0.9%
|
|
|
4
|
Hofer & Associates
Thousand Oaks,
California
|
$5.66M
|
+$12.3K
|
+264
|
+0.2%
|
|
|
5
|
|
$3.53M
|
+$613K
|
+13,193
|
+21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.52M
|
-$351K
|
-7,552
|
-9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
–
|
–
|
–
|
|
|
8
|
|
$3.03M
|
-$75.8K
|
-1,633
|
-2%
|
|
|
9
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.02M
|
-$243K
|
-5,238
|
-7%
|
|
|
10
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.36M
|
+$185K
|
+3,981
|
+8%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.03M
|
+$2.03M
|
+43,783
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.73M
|
+$188K
|
+4,046
|
+12%
|
|
|
13
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.55M
|
-$2.64M
|
-56,880
|
-63%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.4M
|
-$38.7K
|
-833
|
-3%
|
|
|
15
|
Advisor Resource Council
Dallas,
Texas
|
$1.35M
|
-$111K
|
-2,397
|
-8%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
+$1.25M
|
+26,914
|
New
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$1.04M
|
-$46.2K
|
-994
|
-4%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$970K
|
+$69.9K
|
+1,505
|
+8%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$903K
|
-$50K
|
-1,076
|
-5%
|
|
|
20
|
Larson Financial Group
St Louis,
Missouri
|
$893K
|
-$30K
|
-646
|
-3%
|
|
|
21
|
Synergy Asset Management
Vancouver,
Washington
|
$844K
|
+$844K
|
+18,177
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$725K
|
+$16K
|
+344
|
+2%
|
|
|
23
|
KLR Investment Advisors
Providence,
Rhode Island
|
$670K
|
-$21.3K
|
-458
|
-3%
|
|
|
24
|
Greatmark Investment Partners
Columbus,
Georgia
|
$580K
|
–
|
–
|
–
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$548K
|
–
|
–
|
–
|
|
