|
1
|
Callan Capital
La Jolla,
California
|
$25.5M
|
-$162K
|
-8,937
|
-0.6%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
-$308K
|
-16,995
|
-2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$10.3M
|
-$58.9K
|
-3,252
|
-0.6%
|
|
|
4
|
Sound Stewardship
Overland Park,
Kansas
|
$10.3M
|
+$258K
|
+14,220
|
+3%
|
|
|
5
|
Opes Wealth Management
Menlo Park,
California
|
$8.25M
|
+$322K
|
+17,775
|
+4%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.31M
|
+$304K
|
+16,764
|
+5%
|
|
|
7
|
Guardian Financial Partners
Orange,
California
|
$5.13M
|
-$504K
|
-27,810
|
-9%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.65M
|
-$6.39M
|
-352,743
|
-58%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.11M
|
-$36.7K
|
-2,028
|
-0.9%
|
|
|
10
|
CVA Family Office
Denver,
Colorado
|
$3.71M
|
+$174K
|
+9,582
|
+5%
|
|
|
11
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.34M
|
-$131K
|
-7,209
|
-4%
|
|
|
12
|
Townsend Asset Management
Raleigh,
North Carolina
|
$2.93M
|
-$134K
|
-7,392
|
-4%
|
|
|
13
|
|
$2.92M
|
+$1.12M
|
+61,650
|
+62%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.4M
|
-$20.9K
|
-1,155
|
-0.9%
|
|
|
15
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.6M
|
+$1.61M
|
+88,620
|
New
|
|
|
16
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.56M
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.56M
|
+$1.56M
|
+86,271
|
New
|
|
|
18
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.54M
|
+$1.55M
|
+85,617
|
New
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.52M
|
+$12.2K
|
+675
|
+0.8%
|
|
|
20
|
Clarius Group LLC
Seattle,
Washington
|
$1.45M
|
+$81.5K
|
+4,500
|
+6%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.34M
|
+$618K
|
+34,116
|
+85%
|
|
|
22
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.33M
|
+$6.58K
|
+363
|
+0.5%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.32M
|
-$428K
|
-23,613
|
-24%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.31M
|
–
|
–
|
–
|
|
|
25
|
First National Corp
Rockland,
Massachusetts
|
$1.28M
|
+$81K
|
+4,470
|
+7%
|
|
