|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$37.7M
|
-$99.8K
|
-4,215
|
-0.3%
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$30.8M
|
-$400K
|
-16,887
|
-1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$15.5M
|
+$164K
|
+6,918
|
+1%
|
|
|
4
|
Opes Wealth Management
Menlo Park,
California
|
$14.6M
|
+$2.74M
|
+115,761
|
+22%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.1M
|
+$844K
|
+35,621
|
+6%
|
|
|
6
|
Sound Stewardship
Overland Park,
Kansas
|
$13.2M
|
-$247K
|
-10,449
|
-2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$10.3M
|
+$606K
|
+25,602
|
+6%
|
|
|
8
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.94M
|
-$693K
|
-29,249
|
-6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$9.45M
|
-$105K
|
-4,424
|
-1%
|
|
|
10
|
|
$8.28M
|
+$83.1K
|
+3,508
|
+1%
|
|
|
11
|
Brightwater Advisory
Tampa,
Florida
|
$6.81M
|
-$163K
|
-6,887
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$5.67M
|
-$2.56M
|
-108,248
|
-30%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.39M
|
-$16.7K
|
-704
|
-0.4%
|
|
|
14
|
Guardian Financial Partners
Orange,
California
|
$4.05M
|
-$259K
|
-10,917
|
-6%
|
|
|
15
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.98M
|
-$48.9K
|
-2,063
|
-1%
|
|
|
16
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.29M
|
+$25.9K
|
+1,095
|
+0.8%
|
|
|
17
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3M
|
-$308K
|
-12,991
|
-9%
|
|
|
18
|
CVA Family Office
Denver,
Colorado
|
$2.97M
|
-$60.1K
|
-2,539
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.89M
|
-$3.21M
|
-135,473
|
-52%
|
|
|
20
|
Kaizen Financial Strategies
Campbell,
California
|
$2.72M
|
-$7.67K
|
-324
|
-0.3%
|
|
|
21
|
Aspiring Ventures
Cincinnati,
Ohio
|
$2.72M
|
-$7.1K
|
-300
|
-0.2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.51M
|
+$156K
|
+6,579
|
+6%
|
|
|
23
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.22M
|
-$61.1K
|
-2,580
|
-3%
|
|
|
24
|
Clarius Group LLC
Seattle,
Washington
|
$2.06M
|
+$107K
|
+4,515
|
+5%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.06M
|
+$71.4K
|
+3,015
|
+3%
|
|
