|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$353M
|
+$6.2M
|
+135,003
|
+2%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$83.3M
|
+$2.42M
|
+52,745
|
+3%
|
|
|
3
|
Madison Asset Management
Madison,
Wisconsin
|
$66.9M
|
-$5.13M
|
-111,544
|
-8%
|
|
|
4
|
Abacus Planning Group
Columbia,
South Carolina
|
$60M
|
+$4.61M
|
+100,355
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$44.5M
|
-$131K
|
-2,849
|
-0.3%
|
|
|
6
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$41.3M
|
+$629K
|
+13,693
|
+2%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$39.6M
|
+$1.01M
|
+22,063
|
+3%
|
|
|
8
|
AlphaCore Capital
La Jolla,
California
|
$37.7M
|
+$15.1M
|
+328,980
|
+76%
|
|
|
9
|
O'Donnell Financial Services
San Rafael,
California
|
$35M
|
+$10.1M
|
+219,132
|
+45%
|
|
|
10
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$32.2M
|
-$79.1K
|
-1,722
|
-0.3%
|
|
|
11
|
Allen Capital Group
Grand Island,
Nebraska
|
$30M
|
+$234K
|
+5,089
|
+0.8%
|
|
|
12
|
Shufro Rose & Co
New York
|
$26.7M
|
-$271K
|
-5,896
|
-1%
|
|
|
13
|
Janiczek Wealth Management
Denver,
Colorado
|
$25.5M
|
+$1.71M
|
+37,191
|
+8%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$24.2M
|
+$941K
|
+20,470
|
+4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.1M
|
+$2.41M
|
+52,397
|
+15%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$20.1M
|
+$1.79M
|
+38,935
|
+11%
|
|
|
17
|
SimpliFi Inc
San Diego,
California
|
$18.9M
|
–
|
–
|
–
|
|
|
18
|
Crumly & Associates
Springfield,
Illinois
|
$17.7M
|
-$252K
|
-5,480
|
-2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
+$16.4M
|
+356,432
|
+112,795%
|
|
|
20
|
Arlington Financial Advisors
Santa Barbara,
California
|
$17.5M
|
-$2.59M
|
-56,398
|
-14%
|
|
|
21
|
Sage Advisory Services
Austin,
Texas
|
$13.6M
|
+$12.6M
|
+274,639
|
New
|
|
|
22
|
Empire Financial Management Company
New York
|
$13.1M
|
-$152K
|
-3,302
|
-1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$2.52M
|
+54,842
|
+31%
|
|
|
24
|
InterOcean Capital Group
Nashville,
Tennessee
|
$10.8M
|
+$827K
|
+17,991
|
+9%
|
|
|
25
|
Level Four Advisory Services
Dallas,
Texas
|
$10.5M
|
+$360K
|
+7,838
|
+4%
|
|
