|
1
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$34.9M
|
+$8.69M
|
+183,882
|
+33%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
+$28.8M
|
+608,476
|
+740%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$28.4M
|
+$4.13M
|
+87,386
|
+17%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$27.9M
|
-$59.9K
|
-1,266
|
-0.2%
|
|
|
5
|
Spinnaker Investment Group
Newport Beach,
California
|
$25.6M
|
-$1.64M
|
-34,675
|
-6%
|
|
|
6
|
|
$21.7M
|
+$2.62M
|
+55,361
|
+14%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$8.12M
|
+171,692
|
+163%
|
|
|
8
|
Hofer & Associates
Thousand Oaks,
California
|
$7.25M
|
+$186K
|
+3,939
|
+3%
|
|
|
9
|
Saiph Capital
Wyckoff,
New Jersey
|
$6.92M
|
-$484K
|
-10,241
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.91M
|
+$5.73M
|
+121,108
|
+2,834%
|
|
|
11
|
Great Lakes Retirement
Sandusky,
Ohio
|
$4.66M
|
+$432K
|
+9,140
|
+10%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.39M
|
+$1.16M
|
+24,527
|
+52%
|
|
|
13
|
Arrowroot Family Office
Marina Del Rey,
California
|
$3.13M
|
-$1.69M
|
-35,736
|
-35%
|
|
|
14
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$2.73M
|
+$371K
|
+7,836
|
+16%
|
|
|
15
|
Journey Advisory Group
Covington,
Kentucky
|
$2.65M
|
-$4.55M
|
-96,300
|
-63%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.56M
|
+$2.57M
|
+54,317
|
New
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$2.41M
|
-$237K
|
-5,003
|
-9%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.88M
|
+$34.1K
|
+721
|
+2%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.79M
|
+$24.8K
|
+525
|
+1%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.66M
|
+$1.67M
|
+35,213
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.6M
|
+$962K
|
+20,348
|
+149%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.55M
|
+$783K
|
+16,550
|
+101%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.45M
|
+$17.3K
|
+366
|
+1%
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.39M
|
-$1.53M
|
-32,326
|
-52%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.35M
|
+$23.8K
|
+504
|
+2%
|
|
