|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.8M
|
+$24.6M
|
+529,763
|
New
|
|
|
2
|
Spinnaker Investment Group
Newport Beach,
California
|
$22.9M
|
+$525K
|
+11,280
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.67M
|
+$1.8M
|
+38,766
|
+26%
|
|
|
4
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$6.14M
|
+$34.3K
|
+738
|
+0.6%
|
|
|
5
|
Hofer & Associates
Thousand Oaks,
California
|
$5.59M
|
-$129K
|
-2,783
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.5M
|
-$61.5K
|
-1,323
|
-2%
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$3.29M
|
+$3.27M
|
+70,314
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.07M
|
–
|
–
|
–
|
|
|
9
|
|
$3.06M
|
+$2.46K
|
+53
|
+0.1%
|
|
|
10
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.77M
|
-$275K
|
-5,921
|
-9%
|
|
|
11
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.2M
|
+$1.95M
|
+41,892
|
+838%
|
|
|
12
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.15M
|
-$230K
|
-4,949
|
-10%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.81M
|
+$63.9K
|
+1,373
|
+4%
|
|
|
14
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.43M
|
-$133K
|
-2,865
|
-9%
|
|
|
15
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.42M
|
+$1.41M
|
+30,341
|
New
|
|
|
16
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.38M
|
+$1.37M
|
+29,446
|
New
|
|
|
17
|
|
$1.33M
|
-$2.22M
|
-47,653
|
-63%
|
|
|
18
|
Advisor Resource Council
Dallas,
Texas
|
$1.3M
|
-$63.4K
|
-1,362
|
-5%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.21M
|
-$201K
|
-4,325
|
-14%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$1.12M
|
+$66K
|
+1,418
|
+6%
|
|
|
21
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$1.09M
|
+$1.08M
|
+23,305
|
New
|
|
|
22
|
|
$1.09M
|
+$1.08M
|
+23,284
|
New
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.07M
|
+$1.06M
|
+22,844
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$924K
|
+$12.7K
|
+272
|
+1%
|
|
|
25
|
Synergy Asset Management
Vancouver,
Washington
|
$910K
|
+$58.2K
|
+1,251
|
+7%
|
|
