|
1
|
Callan Capital
La Jolla,
California
|
$20.4M
|
+$7.12M
|
+409,146
|
+46%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
-$9.95M
|
-571,185
|
-46%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.63M
|
+$349K
|
+20,025
|
+4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.85M
|
-$980K
|
-56,298
|
-11%
|
|
|
5
|
Opes Wealth Management
Menlo Park,
California
|
$6.85M
|
+$113K
|
+6,495
|
+2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.51M
|
+$1.8M
|
+103,095
|
+42%
|
|
|
7
|
Guardian Financial Partners
Orange,
California
|
$5.35M
|
-$64K
|
-3,675
|
-1%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.01M
|
+$2.03M
|
+116,337
|
+57%
|
|
|
9
|
CVA Family Office
Denver,
Colorado
|
$3.23M
|
+$860K
|
+49,401
|
+32%
|
|
|
10
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.15M
|
+$5.64K
|
+324
|
+0.2%
|
|
|
11
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.02M
|
-$11.9K
|
-684
|
-0.4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.97M
|
-$999K
|
-57,396
|
-23%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.12M
|
-$338K
|
-19,437
|
-13%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.09M
|
-$17.6K
|
-1,011
|
-0.8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.91M
|
+$81.1K
|
+4,659
|
+4%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$1.8M
|
+$44.3K
|
+2,544
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.52M
|
-$470K
|
-26,970
|
-22%
|
|
|
18
|
|
$1.39M
|
+$149K
|
+8,565
|
+11%
|
|
|
19
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.36M
|
–
|
–
|
–
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$1.23M
|
-$146K
|
-8,379
|
-10%
|
|
|
21
|
Clarius Group LLC
Seattle,
Washington
|
$1.2M
|
+$84.5K
|
+4,851
|
+7%
|
|
|
22
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.14M
|
+$426K
|
+24,450
|
+51%
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
24
|
Brown Brothers Harriman & Co
New York
|
$1M
|
+$1.11M
|
+63,900
|
New
|
|
|
25
|
|
$771K
|
+$855K
|
+49,083
|
New
|
|
