|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$267M
|
+$30.1M
|
+745,188
|
+13%
|
|
|
2
|
Madison Asset Management
Madison,
Wisconsin
|
$51.5M
|
+$3.93M
|
+97,302
|
+8%
|
|
|
3
|
Abacus Planning Group
Columbia,
South Carolina
|
$36.2M
|
+$5.57M
|
+137,855
|
+18%
|
|
|
4
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$33.3M
|
+$1.35M
|
+33,421
|
+4%
|
|
|
5
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$31.4M
|
+$1.69M
|
+41,861
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.7M
|
+$3.08M
|
+76,269
|
+12%
|
|
|
7
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$22.8M
|
+$22.6M
|
+559,565
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.7M
|
-$4.37K
|
-108
|
-0%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$19.1M
|
+$385K
|
+9,521
|
+2%
|
|
|
10
|
Shufro Rose & Co
New York
|
$18.5M
|
+$3.23M
|
+79,980
|
+21%
|
|
|
11
|
Janiczek Wealth Management
Denver,
Colorado
|
$17.7M
|
+$2.07M
|
+51,112
|
+14%
|
|
|
12
|
Crumly & Associates
Springfield,
Illinois
|
$16.2M
|
-$2.63M
|
-65,196
|
-14%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.7M
|
+$10.6M
|
+261,068
|
New
|
|
|
14
|
Rockefeller Capital Management
New York
|
$9.56M
|
+$55.9K
|
+1,384
|
+0.6%
|
|
|
15
|
SimpliFi Inc
San Diego,
California
|
$9.33M
|
-$808K
|
-19,986
|
-8%
|
|
|
16
|
Oxbow Advisors
Austin,
Texas
|
$7.15M
|
-$275K
|
-6,816
|
-4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.26M
|
+$752K
|
+18,605
|
+17%
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.2M
|
+$24.2K
|
+599
|
+0.5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.01M
|
-$1.44M
|
-35,666
|
-23%
|
|
|
20
|
InterOcean Capital Group
Nashville,
Tennessee
|
$4.73M
|
-$8.68M
|
-214,905
|
-65%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$4.29M
|
+$176K
|
+4,349
|
+4%
|
|
|
22
|
Equitable Holdings
New York
|
$3.99M
|
+$1.3M
|
+32,223
|
+49%
|
|
|
23
|
Orion Capital Management
Coronado,
California
|
$3.63M
|
+$610K
|
+15,098
|
+20%
|
|
|
24
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.2M
|
-$1.05M
|
-25,925
|
-25%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$2.49M
|
-$5.96M
|
-147,398
|
-71%
|
|
