|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$33.1M
|
+$30.8M
|
+1,625,892
|
New
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$28.3M
|
-$287K
|
-15,192
|
-1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$13.3M
|
+$748K
|
+39,552
|
+6%
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$12.4M
|
+$928K
|
+49,053
|
+9%
|
|
|
5
|
Sound Stewardship
Overland Park,
Kansas
|
$11.9M
|
+$240K
|
+12,672
|
+2%
|
|
|
6
|
Opes Wealth Management
Menlo Park,
California
|
$10.1M
|
+$69.6K
|
+3,678
|
+0.7%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.17M
|
+$624K
|
+32,967
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.31M
|
+$325K
|
+17,187
|
+7%
|
|
|
9
|
Guardian Financial Partners
Orange,
California
|
$4.63M
|
-$456K
|
-24,117
|
-10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.23M
|
-$107K
|
-5,658
|
-3%
|
|
|
11
|
|
$4.05M
|
+$353K
|
+18,648
|
+10%
|
|
|
12
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.76M
|
+$8.57K
|
+453
|
+0.2%
|
|
|
13
|
CVA Family Office
Denver,
Colorado
|
$3.76M
|
-$354K
|
-18,738
|
-9%
|
|
|
14
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.11M
|
-$132K
|
-6,969
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
-$352K
|
-18,612
|
-11%
|
|
|
16
|
Flow Traders U.S.
New York
|
$3.03M
|
+$350K
|
+18,528
|
+14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$1.71M
|
+90,240
|
+181%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.58M
|
-$82.9K
|
-4,380
|
-3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.11M
|
-$747K
|
-39,486
|
-28%
|
|
|
20
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$2.05M
|
+$2.5K
|
+132
|
+0.1%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.89M
|
+$17K
|
+900
|
+1%
|
|
|
22
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.77M
|
–
|
–
|
–
|
|
|
23
|
|
$1.75M
|
+$1.06M
|
+56,196
|
+190%
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.72M
|
+$9.19K
|
+486
|
+0.6%
|
|
|
25
|
Clarius Group LLC
Seattle,
Washington
|
$1.69M
|
+$45.7K
|
+2,415
|
+3%
|
|
