|
1
|
Callan Capital
La Jolla,
California
|
$25.8M
|
-$34.6K
|
-1,818
|
-0.1%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$11.2M
|
+$687K
|
+36,069
|
+6%
|
|
|
3
|
Sound Stewardship
Overland Park,
Kansas
|
$10.5M
|
+$69K
|
+3,621
|
+0.6%
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.2M
|
+$10.6M
|
+557,346
|
New
|
|
|
5
|
Opes Wealth Management
Menlo Park,
California
|
$9.08M
|
+$289K
|
+15,159
|
+3%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.76M
|
+$29.2K
|
+1,530
|
+0.4%
|
|
|
7
|
Guardian Financial Partners
Orange,
California
|
$4.62M
|
+$4.79M
|
+251,433
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.47M
|
+$3.66M
|
+192,183
|
+374%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.91M
|
+$1.78M
|
+93,663
|
+78%
|
|
|
10
|
CVA Family Office
Denver,
Colorado
|
$3.73M
|
-$76.5K
|
-4,017
|
-2%
|
|
|
11
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.39M
|
-$17.7K
|
-927
|
-0.5%
|
|
|
12
|
|
$3.31M
|
+$214K
|
+11,205
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.12M
|
-$1M
|
-52,731
|
-24%
|
|
|
14
|
Townsend Asset Management
Raleigh,
North Carolina
|
$2.93M
|
-$98.6K
|
-5,172
|
-3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.63M
|
+$29.2K
|
+1,530
|
+1%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.41M
|
-$9.72K
|
-510
|
-0.4%
|
|
|
17
|
Flow Traders U.S.
New York
|
$2.39M
|
+$1.5M
|
+78,774
|
+153%
|
|
|
18
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.84M
|
+$247K
|
+12,963
|
+15%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.69M
|
+$87.4K
|
+4,587
|
+5%
|
|
|
20
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.59M
|
–
|
–
|
–
|
|
|
21
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
22
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.54M
|
-$67.5K
|
-3,540
|
-4%
|
|
|
23
|
Clarius Group LLC
Seattle,
Washington
|
$1.48M
|
+$229
|
+12
|
+0%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.32M
|
+$599K
|
+31,455
|
+78%
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
$1.3M
|
–
|
–
|
–
|
|
