|
1
|
Callan Capital
La Jolla,
California
|
$24.9M
|
+$2.13M
|
+122,412
|
+9%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$13.2M
|
+$1.56M
|
+89,250
|
+13%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
+$4.53M
|
+259,896
|
+74%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
+$462K
|
+26,478
|
+5%
|
|
|
5
|
Sound Stewardship
Overland Park,
Kansas
|
$9.76M
|
+$9.71M
|
+556,680
|
New
|
|
|
6
|
Opes Wealth Management
Menlo Park,
California
|
$7.71M
|
+$68.1K
|
+3,903
|
+0.9%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.84M
|
+$245K
|
+14,043
|
+4%
|
|
|
8
|
Guardian Financial Partners
Orange,
California
|
$5.47M
|
-$492K
|
-28,242
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.03M
|
+$709K
|
+40,656
|
+22%
|
|
|
10
|
CVA Family Office
Denver,
Colorado
|
$3.44M
|
-$158K
|
-9,072
|
-4%
|
|
|
11
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.38M
|
+$3.14K
|
+180
|
+0.1%
|
|
|
12
|
Townsend Asset Management
Raleigh,
North Carolina
|
$2.98M
|
-$534K
|
-30,621
|
-15%
|
|
|
13
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.35M
|
+$19.5K
|
+1,119
|
+0.8%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.3M
|
-$67.2K
|
-3,852
|
-3%
|
|
|
15
|
|
$1.75M
|
+$200K
|
+11,478
|
+13%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$1.7M
|
-$314K
|
-17,985
|
-16%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.57M
|
-$135K
|
-7,734
|
-8%
|
|
|
18
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.52M
|
–
|
–
|
–
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.47M
|
+$1.46M
|
+83,706
|
New
|
|
|
20
|
Clarius Group LLC
Seattle,
Washington
|
$1.33M
|
–
|
–
|
–
|
|
|
21
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.29M
|
+$1.28M
|
+73,542
|
New
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.28M
|
+$1.27M
|
+72,735
|
New
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
24
|
First National Corp
Rockland,
Massachusetts
|
$1.17M
|
+$780K
|
+44,763
|
+204%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
$1.01M
|
-$362K
|
-20,763
|
-27%
|
|
