|
1
|
AlphaCore Capital
La Jolla,
California
|
$33.7M
|
+$399K
|
+16,047
|
+1%
|
|
|
2
|
Financial Consulate
Hunt Valley,
Maryland
|
$31.5M
|
-$4.96M
|
-199,520
|
-14%
|
|
|
3
|
Opes Wealth Management
Menlo Park,
California
|
$18.6M
|
+$531K
|
+21,370
|
+3%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
+$344K
|
+13,858
|
+2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$17.8M
|
-$73.8K
|
-2,971
|
-0.4%
|
|
|
6
|
Sound Stewardship
Overland Park,
Kansas
|
$16.3M
|
+$430K
|
+17,311
|
+3%
|
|
|
7
|
|
$12.3M
|
+$5.05M
|
+203,309
|
+74%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$122K
|
+4,903
|
+1%
|
|
|
9
|
|
$10.2M
|
+$426K
|
+17,154
|
+5%
|
|
|
10
|
Brightwater Advisory
Tampa,
Florida
|
$7.32M
|
-$154K
|
-6,194
|
-2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$7.22M
|
+$18.6K
|
+750
|
+0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$6.89M
|
+$134K
|
+5,407
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.37M
|
+$51.7K
|
+2,080
|
+0.8%
|
|
|
14
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.57M
|
-$47K
|
-1,892
|
-1%
|
|
|
15
|
Guardian Financial Partners
Orange,
California
|
$4.33M
|
-$151K
|
-6,068
|
-3%
|
|
|
16
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.76M
|
+$35.9K
|
+1,447
|
+1%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$3.76M
|
+$11K
|
+443
|
+0.3%
|
|
|
18
|
Essential Partners
Rancho Santa Fe,
California
|
$3.46M
|
+$34.2K
|
+1,378
|
+1%
|
|
|
19
|
CVA Family Office
Denver,
Colorado
|
$3.23M
|
-$28.4K
|
-1,143
|
-0.9%
|
|
|
20
|
Aspiring Ventures
Cincinnati,
Ohio
|
$3.03M
|
-$88.6K
|
-3,566
|
-3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.93M
|
-$45.7K
|
-1,840
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$2.73M
|
+$11.3K
|
+456
|
+0.4%
|
|
|
23
|
|
$2.59M
|
+$2.45M
|
+98,501
|
New
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.51M
|
-$15.9K
|
-640
|
-0.7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.5M
|
+$1.07M
|
+42,942
|
+79%
|
|
