|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$20.7M
|
+$492K
|
+27,120
|
+2%
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$14.9M
|
+$13.3M
|
+730,200
|
+457%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.87M
|
-$130K
|
-7,158
|
-1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.24M
|
+$502K
|
+27,651
|
+6%
|
|
|
5
|
Opes Wealth Management
Menlo Park,
California
|
$7.19M
|
+$94.7K
|
+5,217
|
+1%
|
|
|
6
|
Guardian Financial Partners
Orange,
California
|
$5.76M
|
+$111K
|
+6,123
|
+2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.15M
|
+$41.4K
|
+2,280
|
+0.9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.13M
|
+$724K
|
+39,897
|
+19%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.39M
|
+$871K
|
+48,006
|
+31%
|
|
|
10
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.35M
|
-$25.3K
|
-1,392
|
-0.7%
|
|
|
11
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.23M
|
+$46.1K
|
+2,541
|
+1%
|
|
|
12
|
CVA Family Office
Denver,
Colorado
|
$2.61M
|
+$510K
|
+28,092
|
+22%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.58M
|
-$65.7K
|
-3,621
|
-2%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.25M
|
–
|
–
|
–
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.08M
|
+$1.69M
|
+93,090
|
+302%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.95M
|
+$225K
|
+12,420
|
+12%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.88M
|
+$431K
|
+23,736
|
+27%
|
|
|
18
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.45M
|
–
|
–
|
–
|
|
|
19
|
Wade Financial Advisory
Campbell,
California
|
$1.45M
|
+$927K
|
+51,072
|
+143%
|
|
|
20
|
|
$1.34M
|
+$100K
|
+5,535
|
+7%
|
|
|
21
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.22M
|
+$1.09K
|
+60
|
+0.1%
|
|
|
22
|
Clarius Group LLC
Seattle,
Washington
|
$1.19M
|
–
|
–
|
–
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$985K
|
+$1.07M
|
+58,833
|
New
|
|
|
25
|
Flow Traders U.S.
New York
|
$927K
|
-$529K
|
-29,127
|
-34%
|
|
