|
1
|
Spinnaker Investment Group
Newport Beach,
California
|
$23.7M
|
-$1.61M
|
-34,133
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$23.6M
|
-$1.82M
|
-38,556
|
-7%
|
|
|
3
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$18.5M
|
+$11.3M
|
+239,519
|
+158%
|
|
|
4
|
Journey Advisory Group
Covington,
Kentucky
|
$9.07M
|
+$9.02M
|
+191,550
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.76M
|
+$245K
|
+5,203
|
+3%
|
|
|
6
|
|
$7.42M
|
+$2.55M
|
+54,145
|
+53%
|
|
|
7
|
Hofer & Associates
Thousand Oaks,
California
|
$6.79M
|
+$38.1K
|
+809
|
+0.6%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$4.29M
|
+$4.27M
|
+90,597
|
New
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.76M
|
+$367K
|
+7,800
|
+11%
|
|
|
10
|
Arrowroot Family Office
Marina Del Rey,
California
|
$3.74M
|
+$3.72M
|
+79,075
|
New
|
|
|
11
|
Brookwood Investment Group
Phoenix,
Arizona
|
$3.33M
|
+$3.31M
|
+70,321
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.22M
|
+$66.5K
|
+1,412
|
+2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.12M
|
+$1.41M
|
+29,833
|
+83%
|
|
|
14
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.02M
|
+$565
|
+12
|
+0%
|
|
|
15
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$2.46M
|
-$188
|
-4
|
-0%
|
|
|
16
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$2.04M
|
+$26.5K
|
+563
|
+1%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.03M
|
+$1.78M
|
+37,836
|
+757%
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.67M
|
+$105K
|
+2,222
|
+7%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.51M
|
+$156K
|
+3,304
|
+12%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.43M
|
+$1.42M
|
+30,123
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.38M
|
+$121K
|
+2,565
|
+10%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.36M
|
-$101K
|
-2,142
|
-7%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.34M
|
+$176K
|
+3,734
|
+15%
|
|
|
24
|
Belpointe Asset Management
Reno,
Nevada
|
$1.33M
|
+$110K
|
+2,328
|
+9%
|
|
|
25
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.3M
|
-$213K
|
-4,533
|
-14%
|
|
