|
1
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$2.73M
|
+$2.79M
|
+111,764
|
New
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09M
|
-$237K
|
-9,497
|
-10%
|
|
|
3
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.52M
|
+$1.55M
|
+62,188
|
New
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.26M
|
-$2.02K
|
-81
|
-0.2%
|
|
|
5
|
Rockland Trust
Hanover,
Massachusetts
|
$1.04M
|
-$26.4K
|
-1,059
|
-2%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$927K
|
+$287K
|
+11,495
|
+43%
|
|
|
7
|
|
$757K
|
+$520K
|
+20,818
|
+203%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$654K
|
-$549
|
-22
|
-0.1%
|
|
|
9
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$573K
|
+$587K
|
+23,499
|
New
|
|
|
10
|
|
$559K
|
-$588K
|
-23,555
|
-51%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$530K
|
-$11.6K
|
-464
|
-2%
|
|
|
12
|
Mason Investment Advisory Services
Reston,
Virginia
|
$520K
|
+$48K
|
+1,922
|
+10%
|
|
|
13
|
SignalPoint Asset Management
Springfield,
Missouri
|
$493K
|
+$62K
|
+2,485
|
+14%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$480K
|
-$156K
|
-6,265
|
-24%
|
|
|
15
|
Advisornet Financial
Minnetonka,
Minnesota
|
$382K
|
-$37.4K
|
-1,500
|
-9%
|
|
|
16
|
SimplyRich
Carlsbad,
California
|
$322K
|
-$64.2K
|
-2,571
|
-16%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$308K
|
-$45.7K
|
-1,831
|
-13%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$278K
|
+$56.2K
|
+2,250
|
+25%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$276K
|
-$85.6K
|
-3,430
|
-23%
|
|
|
20
|
Newport Capital Group
Red Bank,
New Jersey
|
$257K
|
+$7.39K
|
+296
|
+3%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$238K
|
-$37.2K
|
-1,492
|
-13%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$189K
|
-$50.5K
|
-2,023
|
-21%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$179K
|
-$67.1K
|
-2,688
|
-27%
|
|
|
24
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$141K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$72K
|
-$37K
|
-1,483
|
-33%
|
|
