|
1
|
Callan Capital
La Jolla,
California
|
$26.6M
|
-$131K
|
-7,233
|
-0.5%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$10.9M
|
+$50.1K
|
+2,757
|
+0.5%
|
|
|
3
|
Sound Stewardship
Overland Park,
Kansas
|
$10.7M
|
-$67.2K
|
-3,696
|
-0.6%
|
|
|
4
|
Opes Wealth Management
Menlo Park,
California
|
$9.06M
|
+$391K
|
+21,516
|
+5%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.93M
|
+$307K
|
+16,905
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.21M
|
-$88.6K
|
-4,872
|
-2%
|
|
|
7
|
CVA Family Office
Denver,
Colorado
|
$3.92M
|
+$25.6K
|
+1,407
|
+0.7%
|
|
|
8
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.5M
|
-$654
|
-36
|
-0%
|
|
|
9
|
|
$3.2M
|
+$135K
|
+7,449
|
+5%
|
|
|
10
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.12M
|
+$46.7K
|
+2,571
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.68M
|
-$2.12M
|
-116,496
|
-45%
|
|
|
12
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.49M
|
-$24.9K
|
-1,371
|
-1%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.32M
|
+$2.23M
|
+122,568
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$2.26M
|
-$11.2M
|
-616,662
|
-84%
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$1.71M
|
+$1.64M
|
+90,312
|
New
|
|
|
16
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.65M
|
+$247K
|
+13,584
|
+18%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.65M
|
+$330K
|
+18,156
|
+26%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.65M
|
+$54.3K
|
+2,985
|
+4%
|
|
|
19
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.64M
|
–
|
–
|
–
|
|
|
20
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.62M
|
–
|
–
|
–
|
|
|
21
|
Clarius Group LLC
Seattle,
Washington
|
$1.53M
|
+$1.47K
|
+81
|
+0.1%
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.38M
|
–
|
–
|
–
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$1.34M
|
–
|
–
|
–
|
|
|
24
|
First National Corp
Rockland,
Massachusetts
|
$1.26M
|
-$80.3K
|
-4,416
|
-6%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.25M
|
-$129K
|
-7,089
|
-10%
|
|
