|
1
|
Financial Consulate
Hunt Valley,
Maryland
|
$34.1M
|
-$4.87M
|
-214,187
|
-13%
|
|
|
2
|
AlphaCore Capital
La Jolla,
California
|
$31M
|
+$29.4M
|
+1,292,380
|
+106,369%
|
|
|
3
|
Opes Wealth Management
Menlo Park,
California
|
$16.8M
|
+$1.53M
|
+67,217
|
+11%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$16.7M
|
+$503K
|
+22,146
|
+3%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.5M
|
+$1.69M
|
+74,330
|
+12%
|
|
|
6
|
Sound Stewardship
Overland Park,
Kansas
|
$14.8M
|
+$1.01M
|
+44,389
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$561K
|
+24,702
|
+6%
|
|
|
8
|
|
$9.14M
|
+$480K
|
+21,114
|
+6%
|
|
|
9
|
Brightwater Advisory
Tampa,
Florida
|
$6.96M
|
-$127K
|
-5,611
|
-2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$6.71M
|
-$3.78M
|
-166,160
|
-37%
|
|
|
11
|
|
$6.55M
|
+$4.25M
|
+187,098
|
+218%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$6.28M
|
+$349K
|
+15,379
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.89M
|
+$1.25M
|
+54,868
|
+29%
|
|
|
14
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.3M
|
-$79.3K
|
-3,490
|
-2%
|
|
|
15
|
Guardian Financial Partners
Orange,
California
|
$4.18M
|
-$35.6K
|
-1,566
|
-0.9%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$3.49M
|
+$1.28M
|
+56,299
|
+63%
|
|
|
17
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.47M
|
+$35.8K
|
+1,574
|
+1%
|
|
|
18
|
Essential Partners
Rancho Santa Fe,
California
|
$3.19M
|
+$3.02M
|
+132,978
|
New
|
|
|
19
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.12M
|
-$7.77K
|
-342
|
-0.3%
|
|
|
20
|
CVA Family Office
Denver,
Colorado
|
$3.04M
|
-$52.7K
|
-2,321
|
-2%
|
|
|
21
|
Aspiring Ventures
Cincinnati,
Ohio
|
$2.91M
|
–
|
–
|
–
|
|
|
22
|
Kaizen Financial Strategies
Campbell,
California
|
$2.82M
|
-$15.8K
|
-694
|
-0.6%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.77M
|
+$149K
|
+6,564
|
+6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.54M
|
-$453K
|
-19,935
|
-16%
|
|
|
25
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.36M
|
+$222K
|
+9,757
|
+11%
|
|
