|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$36M
|
+$168K
|
+7,779
|
+0.5%
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$30.1M
|
-$148K
|
-6,846
|
-0.5%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$14.3M
|
+$460K
|
+21,282
|
+3%
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$13M
|
-$227K
|
-10,494
|
-2%
|
|
|
5
|
Sound Stewardship
Overland Park,
Kansas
|
$12.9M
|
+$22.1K
|
+1,020
|
+0.2%
|
|
|
6
|
Opes Wealth Management
Menlo Park,
California
|
$11.1M
|
+$17.4K
|
+804
|
+0.2%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
+$562K
|
+25,992
|
+6%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.09M
|
+$667K
|
+30,816
|
+9%
|
|
|
9
|
Brightwater Advisory
Tampa,
Florida
|
$7.39M
|
-$294K
|
-13,572
|
-4%
|
|
|
10
|
|
$5.84M
|
+$192K
|
+8,871
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.39M
|
+$375K
|
+17,346
|
+8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.61M
|
+$179K
|
+8,295
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.56M
|
-$266K
|
-12,309
|
-6%
|
|
|
14
|
Guardian Financial Partners
Orange,
California
|
$4.53M
|
-$104K
|
-4,785
|
-2%
|
|
|
15
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.09M
|
+$121K
|
+5,607
|
+3%
|
|
|
16
|
CVA Family Office
Denver,
Colorado
|
$3.59M
|
-$68.7K
|
-3,177
|
-2%
|
|
|
17
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.33M
|
-$12.2K
|
-564
|
-0.4%
|
|
|
18
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.21M
|
+$1.39M
|
+64,170
|
+78%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.77M
|
-$477K
|
-22,044
|
-15%
|
|
|
20
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.56M
|
-$118K
|
-5,475
|
-4%
|
|
|
21
|
Kaizen Financial Strategies
Campbell,
California
|
$2.29M
|
+$797K
|
+36,837
|
+57%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.96M
|
-$17.1K
|
-789
|
-0.9%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.94M
|
+$372K
|
+17,181
|
+24%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.92M
|
+$155K
|
+7,152
|
+9%
|
|
|
25
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.89M
|
–
|
–
|
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|
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