|
1
|
AlphaCore Capital
La Jolla,
California
|
$33.4M
|
-$2.12M
|
-76,476
|
-6%
|
|
|
2
|
Financial Consulate
Hunt Valley,
Maryland
|
$28.3M
|
+$561K
|
+20,265
|
+2%
|
|
|
3
|
Opes Wealth Management
Menlo Park,
California
|
$20.3M
|
+$197K
|
+7,116
|
+1%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$17.8M
|
-$1.39M
|
-50,076
|
-7%
|
|
|
5
|
Sound Stewardship
Overland Park,
Kansas
|
$17.4M
|
+$150K
|
+5,416
|
+0.9%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.3M
|
-$6.54M
|
-236,007
|
-33%
|
|
|
7
|
|
$12M
|
+$1.12M
|
+40,270
|
+10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
-$55.3K
|
-1,998
|
-0.5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$8.19M
|
+$483K
|
+17,436
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.56M
|
+$815K
|
+29,435
|
+12%
|
|
|
11
|
Brightwater Advisory
Tampa,
Florida
|
$7.42M
|
-$202K
|
-7,302
|
-3%
|
|
|
12
|
Family Capital Management
Grand Rapids,
Michigan
|
$6.38M
|
+$3.93M
|
+142,045
|
+153%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$5.47M
|
+$2.51M
|
+90,627
|
+82%
|
|
|
14
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.77M
|
-$28.9K
|
-1,043
|
-0.6%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$4.67M
|
+$323K
|
+11,667
|
+7%
|
|
|
16
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.6M
|
+$4.68M
|
+168,947
|
New
|
|
|
17
|
Rossby Financial
Melbourne,
Florida
|
$4.58M
|
+$4.65M
|
+168,076
|
New
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.72M
|
+$1.11M
|
+39,958
|
+40%
|
|
|
19
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$3.72M
|
-$158K
|
-5,694
|
-4%
|
|
|
20
|
Guardian Financial Partners
Orange,
California
|
$3.66M
|
-$222K
|
-8,023
|
-6%
|
|
|
21
|
Essential Partners
Rancho Santa Fe,
California
|
$3.45M
|
+$2.63K
|
+95
|
+0.1%
|
|
|
22
|
Aspiring Ventures
Cincinnati,
Ohio
|
$3.24M
|
-$12.2K
|
-442
|
-0.4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.16M
|
+$105K
|
+3,790
|
+3%
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
$3M
|
-$385K
|
-13,896
|
-11%
|
|
|
25
|
James Investment Research
Alpha,
Ohio
|
$2.99M
|
+$364K
|
+13,137
|
+14%
|
|
