|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$38.2M
|
-$468K
|
-19,648
|
-1%
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$31.5M
|
-$462K
|
-19,380
|
-1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$15.5M
|
+$108K
|
+4,553
|
+0.7%
|
|
|
4
|
Sound Stewardship
Overland Park,
Kansas
|
$13.6M
|
-$284K
|
-11,904
|
-2%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.4M
|
+$47.8K
|
+2,005
|
+0.3%
|
|
|
6
|
Opes Wealth Management
Menlo Park,
California
|
$12.1M
|
+$172K
|
+7,211
|
+1%
|
|
|
7
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.7M
|
-$3.4M
|
-142,897
|
-24%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$9.77M
|
+$10M
|
+420,197
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$9.65M
|
+$7.74M
|
+325,055
|
+362%
|
|
|
10
|
|
$8.29M
|
+$853K
|
+35,810
|
+11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.25M
|
+$286K
|
+12,028
|
+4%
|
|
|
12
|
Brightwater Advisory
Tampa,
Florida
|
$7.05M
|
-$442K
|
-18,552
|
-6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.07M
|
+$241K
|
+10,111
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.45M
|
-$697K
|
-29,279
|
-13%
|
|
|
15
|
Guardian Financial Partners
Orange,
California
|
$4.35M
|
-$66.1K
|
-2,775
|
-1%
|
|
|
16
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.3M
|
-$34.8K
|
-1,462
|
-0.8%
|
|
|
17
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.34M
|
-$229K
|
-9,613
|
-6%
|
|
|
18
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.3M
|
-$103K
|
-4,343
|
-3%
|
|
|
19
|
CVA Family Office
Denver,
Colorado
|
$3.06M
|
-$600K
|
-25,198
|
-16%
|
|
|
20
|
Aspiring Ventures
Cincinnati,
Ohio
|
$2.91M
|
+$2.9M
|
+121,666
|
New
|
|
|
21
|
Kaizen Financial Strategies
Campbell,
California
|
$2.76M
|
+$178K
|
+7,468
|
+7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.38M
|
-$403K
|
-16,919
|
-14%
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.31M
|
-$50.1K
|
-2,103
|
-2%
|
|
|
24
|
Red Door Wealth Management
Memphis,
Tennessee
|
$2.02M
|
–
|
–
|
–
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.01M
|
+$105K
|
+4,403
|
+5%
|
|
