|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$31.8M
|
+$6.94M
|
+147,936
|
+28%
|
|
|
2
|
Spinnaker Investment Group
Newport Beach,
California
|
$23.1M
|
+$74.6K
|
+1,590
|
+0.3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$3.15M
|
+67,250
|
+36%
|
|
|
4
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$6.16M
|
+$4.64K
|
+99
|
+0.1%
|
|
|
5
|
MBL Wealth
Charlotte,
North Carolina
|
$6.02M
|
+$5.36M
|
+114,179
|
+814%
|
|
|
6
|
Hofer & Associates
Thousand Oaks,
California
|
$5.87M
|
+$264K
|
+5,623
|
+5%
|
|
|
7
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$3.41M
|
+$101K
|
+2,154
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.28M
|
-$223K
|
-4,756
|
-6%
|
|
|
9
|
|
$3.18M
|
+$113K
|
+2,419
|
+4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.8M
|
+$2.8M
|
+59,657
|
New
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.67M
|
-$113K
|
-2,416
|
-4%
|
|
|
12
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.14M
|
-$11.1K
|
-237
|
-0.5%
|
|
|
13
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.01M
|
-$191K
|
-4,065
|
-9%
|
|
|
14
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.73M
|
+$1.03M
|
+21,930
|
+147%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$1.7M
|
+$1.7M
|
+36,229
|
New
|
|
|
16
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.59M
|
+$215K
|
+4,575
|
+16%
|
|
|
17
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.39M
|
-$34.6K
|
-737
|
-2%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.16M
|
-$47.5K
|
-1,013
|
-4%
|
|
|
19
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$1.08M
|
-$19.3K
|
-412
|
-2%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$1M
|
-$811K
|
-17,282
|
-45%
|
|
|
21
|
Synergy Asset Management
Vancouver,
Washington
|
$957K
|
+$44.2K
|
+942
|
+5%
|
|
|
22
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$953K
|
-$478K
|
-10,185
|
-33%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$947K
|
+$227K
|
+4,838
|
+32%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$945K
|
+$18.4K
|
+393
|
+2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$904K
|
+$205K
|
+4,368
|
+29%
|
|
