|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$315M
|
+$7.92M
|
+183,059
|
+3%
|
|
|
2
|
Abacus Planning Group
Columbia,
South Carolina
|
$46.5M
|
+$2.27M
|
+52,407
|
+5%
|
|
|
3
|
Madison Asset Management
Madison,
Wisconsin
|
$45.9M
|
-$7.79M
|
-180,052
|
-15%
|
|
|
4
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$36.9M
|
+$26.7K
|
+618
|
+0.1%
|
|
|
5
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$35.3M
|
-$1.77M
|
-40,815
|
-5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$31.1M
|
-$1.16M
|
-26,738
|
-4%
|
|
|
7
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$27.7M
|
+$1.31M
|
+30,361
|
+5%
|
|
|
8
|
Shufro Rose & Co
New York
|
$25.1M
|
+$540K
|
+12,496
|
+2%
|
|
|
9
|
Avantax Advisory Services
Dallas,
Texas
|
$21.2M
|
-$113K
|
-2,606
|
-0.6%
|
|
|
10
|
Janiczek Wealth Management
Denver,
Colorado
|
$20.7M
|
+$615K
|
+14,216
|
+3%
|
|
|
11
|
SimpliFi Inc
San Diego,
California
|
$20.2M
|
+$9.56M
|
+221,157
|
+98%
|
|
|
12
|
AlphaCore Capital
La Jolla,
California
|
$17.3M
|
+$2.27M
|
+52,480
|
+16%
|
|
|
13
|
Crumly & Associates
Springfield,
Illinois
|
$15.9M
|
-$1.83M
|
-42,315
|
-11%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$15.5M
|
+$999K
|
+23,088
|
+7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$15M
|
-$6.28M
|
-145,313
|
-30%
|
|
|
16
|
Empire Financial Management Company
New York
|
$12.3M
|
+$365K
|
+8,435
|
+3%
|
|
|
17
|
InterOcean Capital Group
Nashville,
Tennessee
|
$9.75M
|
-$7.39M
|
-170,766
|
-44%
|
|
|
18
|
Level Four Advisory Services
Dallas,
Texas
|
$9.58M
|
+$4.62M
|
+106,721
|
+102%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.64M
|
+$8.25M
|
+190,852
|
New
|
|
|
20
|
Oxbow Advisors
Austin,
Texas
|
$8.49M
|
+$486K
|
+11,233
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.26M
|
+$1.62M
|
+37,482
|
+26%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.37M
|
+$368K
|
+8,499
|
+6%
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.72M
|
-$18.5K
|
-428
|
-0.3%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$5.56M
|
+$1.77M
|
+40,823
|
+50%
|
|
|
25
|
Equitable Holdings
New York
|
$5.45M
|
+$120K
|
+2,784
|
+2%
|
|
