|
1
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$50.4M
|
+$46.9M
|
+992,564
|
New
|
|
|
2
|
Spinnaker Investment Group
Newport Beach,
California
|
$26.1M
|
+$1.55M
|
+32,766
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$18.1M
|
+$3.22M
|
+68,227
|
+22%
|
|
|
4
|
|
$8.35M
|
+$5.51M
|
+116,740
|
+198%
|
|
|
5
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$6.49M
|
+$164K
|
+3,469
|
+3%
|
|
|
6
|
Hofer & Associates
Thousand Oaks,
California
|
$6.03M
|
-$20.4K
|
-431
|
-0.3%
|
|
|
7
|
|
$5.86M
|
+$2.76M
|
+58,474
|
+90%
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.54M
|
+$3.7M
|
+78,412
|
+454%
|
|
|
9
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$4.47M
|
+$526K
|
+11,149
|
+13%
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.12M
|
+$2.51M
|
+53,217
|
+158%
|
|
|
11
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.46M
|
+$3.44M
|
+72,883
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.34M
|
-$149K
|
-3,158
|
-4%
|
|
|
13
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.56M
|
+$946K
|
+20,043
|
+59%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.54M
|
-$607K
|
-12,844
|
-19%
|
|
|
15
|
Belpointe Asset Management
Reno,
Nevada
|
$2.33M
|
+$161K
|
+3,405
|
+7%
|
|
|
16
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.04M
|
-$92.3K
|
-1,954
|
-4%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.96M
|
-$582K
|
-12,331
|
-23%
|
|
|
18
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1.94M
|
+$1.93M
|
+40,901
|
New
|
|
|
19
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.94M
|
+$383K
|
+8,104
|
+25%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.75M
|
+$895K
|
+18,950
|
+106%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.59M
|
+$126K
|
+2,664
|
+9%
|
|
|
22
|
|
$1.46M
|
-$1.79M
|
-37,866
|
-55%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.29M
|
+$1.3M
|
+27,450
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.23M
|
+$818K
|
+17,330
|
+200%
|
|
|
25
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.18M
|
-$22.9K
|
-485
|
-2%
|
|
