|
1
|
|
$77.5M
|
+$1.96M
|
+48,381
|
+3%
|
|
|
2
|
Angeles Investment Advisors
Santa Monica,
California
|
$25.5M
|
+$11.1M
|
+273,605
|
+77%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$24.6M
|
+$1.07M
|
+26,549
|
+5%
|
|
|
4
|
|
$12.9M
|
+$790K
|
+19,521
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$251K
|
+6,215
|
+2%
|
|
|
6
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$9.91M
|
+$338K
|
+8,353
|
+4%
|
|
|
7
|
Naples Global Advisors
Naples,
Florida
|
$9.65M
|
+$9.65M
|
+238,484
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.5M
|
-$1.51M
|
-37,312
|
-14%
|
|
|
9
|
Tidal Investments
Milwaukee,
Wisconsin
|
$8.26M
|
+$20.5K
|
+507
|
+0.2%
|
|
|
10
|
Bank of New York Mellon
New York
|
$6.82M
|
+$6.82M
|
+168,526
|
New
|
|
|
11
|
Parkside Investments
Deerfield,
Illinois
|
$6.59M
|
-$485K
|
-12,000
|
-7%
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$6.56M
|
+$6.56M
|
+162,081
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.3M
|
+$402K
|
+9,928
|
+7%
|
|
|
14
|
PVG Asset Management
Golden,
Colorado
|
$3.77M
|
+$3.77M
|
+93,255
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.45M
|
-$329K
|
-8,129
|
-9%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$2.96M
|
+$38.8K
|
+960
|
+1%
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$2.84M
|
–
|
–
|
–
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
$2.74M
|
-$1.47M
|
-36,300
|
-35%
|
|
|
19
|
UBP Investment Advisors
Geneva,
Switzerland
|
$2.3M
|
-$18.1K
|
-447
|
-0.8%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$2.13M
|
+$479K
|
+11,835
|
+29%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.04M
|
-$988K
|
-24,415
|
-33%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.94M
|
-$561K
|
-13,871
|
-22%
|
|
|
23
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$1.77M
|
–
|
–
|
–
|
|
|
24
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.74M
|
-$334K
|
-8,267
|
-16%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.47M
|
+$1.47M
|
+36,367
|
New
|
|
