|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$313M
|
+$2.97M
|
+64,702
|
+0.9%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$72.9M
|
+$75M
|
+1,634,108
|
New
|
|
|
3
|
Madison Asset Management
Madison,
Wisconsin
|
$65.5M
|
+$20.8M
|
+453,139
|
+45%
|
|
|
4
|
Abacus Planning Group
Columbia,
South Carolina
|
$49.7M
|
+$3.96M
|
+86,269
|
+8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$40.3M
|
+$9.92M
|
+216,029
|
+31%
|
|
|
6
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$36.8M
|
+$384K
|
+8,372
|
+1%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$34.8M
|
+$37.3K
|
+812
|
+0.1%
|
|
|
8
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$29.2M
|
+$1.99M
|
+43,396
|
+7%
|
|
|
9
|
Shufro Rose & Co
New York
|
$27M
|
+$2.33M
|
+50,845
|
+9%
|
|
|
10
|
Allen Capital Group
Grand Island,
Nebraska
|
$26.8M
|
+$27.7M
|
+603,173
|
New
|
|
|
11
|
O'Donnell Financial Services
San Rafael,
California
|
$21.9M
|
+$22.5M
|
+490,204
|
New
|
|
|
12
|
Janiczek Wealth Management
Denver,
Colorado
|
$21.4M
|
+$1M
|
+21,812
|
+5%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$21M
|
+$88.4K
|
+1,926
|
+0.4%
|
|
|
14
|
AlphaCore Capital
La Jolla,
California
|
$19.4M
|
+$2.39M
|
+52,159
|
+14%
|
|
|
15
|
SimpliFi Inc
San Diego,
California
|
$18.9M
|
-$1.11M
|
-24,264
|
-5%
|
|
|
16
|
Arlington Financial Advisors
Santa Barbara,
California
|
$18.4M
|
+$18.9M
|
+411,087
|
New
|
|
|
17
|
Rockefeller Capital Management
New York
|
$16.5M
|
+$510K
|
+11,116
|
+3%
|
|
|
18
|
Crumly & Associates
Springfield,
Illinois
|
$16.2M
|
+$582K
|
+12,669
|
+4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.8M
|
+$1.05M
|
+22,822
|
+7%
|
|
|
20
|
Empire Financial Management Company
New York
|
$12M
|
-$141K
|
-3,075
|
-1%
|
|
|
21
|
Level Four Advisory Services
Dallas,
Texas
|
$9.12M
|
-$336K
|
-7,308
|
-3%
|
|
|
22
|
InterOcean Capital Group
Nashville,
Tennessee
|
$8.98M
|
-$658K
|
-14,338
|
-7%
|
|
|
23
|
Oxbow Advisors
Austin,
Texas
|
$8.68M
|
+$319K
|
+6,956
|
+4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.39M
|
-$131K
|
-2,846
|
-1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
-$306K
|
-6,660
|
-4%
|
|
