|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$39M
|
+$300K
|
+13,305
|
+0.8%
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$32.2M
|
-$59.7K
|
-2,643
|
-0.2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$15.5M
|
+$197K
|
+8,709
|
+1%
|
|
|
4
|
Systelligence LLC
Bloomington,
Minnesota
|
$14.2M
|
+$218K
|
+9,639
|
+2%
|
|
|
5
|
Sound Stewardship
Overland Park,
Kansas
|
$13.9M
|
+$146K
|
+6,453
|
+1%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.5M
|
+$1.88M
|
+83,352
|
+17%
|
|
|
7
|
Opes Wealth Management
Menlo Park,
California
|
$12M
|
+$93.8K
|
+4,155
|
+0.8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.65M
|
-$30K
|
-1,329
|
-0.4%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$8.05M
|
+$2.99M
|
+132,357
|
+63%
|
|
|
10
|
Brightwater Advisory
Tampa,
Florida
|
$7.54M
|
-$378K
|
-16,746
|
-5%
|
|
|
11
|
|
$7.52M
|
+$1.2M
|
+53,271
|
+20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.89M
|
+$97.7K
|
+4,329
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.18M
|
+$277K
|
+12,273
|
+6%
|
|
|
14
|
Guardian Financial Partners
Orange,
California
|
$4.45M
|
-$399K
|
-17,682
|
-9%
|
|
|
15
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.37M
|
-$17.3K
|
-765
|
-0.4%
|
|
|
16
|
CVA Family Office
Denver,
Colorado
|
$3.68M
|
-$165K
|
-7,323
|
-4%
|
|
|
17
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.59M
|
+$11.9K
|
+525
|
+0.3%
|
|
|
18
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.43M
|
-$7.86K
|
-348
|
-0.2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.8M
|
-$165K
|
-7,302
|
-6%
|
|
|
20
|
Kaizen Financial Strategies
Campbell,
California
|
$2.61M
|
+$227K
|
+10,035
|
+10%
|
|
|
21
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.38M
|
-$352K
|
-15,600
|
-13%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.22M
|
+$163K
|
+7,230
|
+8%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2.11M
|
+$26K
|
+1,152
|
+1%
|
|
|
24
|
Red Door Wealth Management
Memphis,
Tennessee
|
$2.03M
|
–
|
–
|
–
|
|
|
25
|
Clarius Group LLC
Seattle,
Washington
|
$2.01M
|
-$9.96K
|
-441
|
-0.5%
|
|
