|
1
|
Pure Financial Advisors
San Diego,
California
|
$94.7M
|
+$1.33M
|
+25,155
|
+1%
|
|
|
2
|
Strategic Blueprint
Atlanta,
Georgia
|
$9.93M
|
+$8.55M
|
+161,502
|
+728%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.45M
|
+$9.26M
|
+174,875
|
New
|
|
|
4
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.46M
|
+$114K
|
+2,146
|
+5%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.89M
|
+$1.03M
|
+19,449
|
+105%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.69M
|
–
|
–
|
–
|
|
|
7
|
SOL Capital Management
Rockville,
Maryland
|
$1.57M
|
+$859K
|
+16,228
|
+126%
|
|
|
8
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.54M
|
+$298K
|
+5,630
|
+25%
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.01M
|
+$987K
|
+18,645
|
New
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$821K
|
+$208K
|
+3,921
|
+35%
|
|
|
11
|
CPWM LLC
Seattle,
Washington
|
$757K
|
+$741K
|
+14,006
|
New
|
|
|
12
|
Merriman Wealth Management
Seattle,
Washington
|
$744K
|
+$728K
|
+13,754
|
New
|
|
|
13
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$674K
|
+$660K
|
+12,470
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$487K
|
+$477K
|
+9,004
|
New
|
|
|
15
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$389K
|
+$381K
|
+7,196
|
New
|
|
|
16
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$372K
|
+$364K
|
+6,884
|
New
|
|
|
17
|
Fortress Wealth Management
Culver City,
California
|
$364K
|
+$356K
|
+6,728
|
New
|
|
|
18
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$303K
|
-$111K
|
-2,090
|
-27%
|
|
|
19
|
Coldstream Capital Management
Bellevue,
Washington
|
$289K
|
+$64.6K
|
+1,220
|
+30%
|
|
|
20
|
ML&R Wealth Management
Austin,
Texas
|
$271K
|
+$265K
|
+5,011
|
New
|
|
|
21
|
Gradient Capital Advisors
San Diego,
California
|
$249K
|
+$244K
|
+4,603
|
New
|
|
|
22
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$118K
|
-$44.4K
|
-839
|
-28%
|
|
|
23
|
Tortoise Investment Management
White Plains,
New York
|
$113K
|
+$45.5K
|
+860
|
+70%
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$109K
|
+$107K
|
+2,020
|
New
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$65K
|
–
|
–
|
–
|
|
