|
1
|
Libra Wealth
Los Gatos,
California
|
$263M
|
+$262K
|
+9,076
|
New
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$32.9M
|
+$10.8M
|
+373,857
|
+52%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$31.1M
|
+$930K
|
+32,254
|
+3%
|
|
|
4
|
Intelligence Driven Advisers
Carlsbad,
California
|
$17.6M
|
+$16.7M
|
+579,950
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
+$11.9M
|
+411,755
|
New
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.9M
|
+$1.02M
|
+35,456
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$2.03M
|
+70,463
|
+25%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$9.48M
|
+$9.11M
|
+315,860
|
New
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
$6.11M
|
+$2.33M
|
+80,831
|
+66%
|
|
|
10
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.54M
|
+$1.31M
|
+45,426
|
+33%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$5.2M
|
+$162K
|
+5,608
|
+3%
|
|
|
12
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$4.63M
|
+$1.62M
|
+56,186
|
+57%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.64M
|
+$1.36M
|
+47,308
|
+64%
|
|
|
14
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.08M
|
–
|
–
|
–
|
|
|
15
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2.88M
|
+$895K
|
+31,018
|
+48%
|
|
|
16
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.86M
|
+$2.75M
|
+95,467
|
New
|
|
|
17
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.75M
|
-$36K
|
-1,249
|
-1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.59M
|
+$77K
|
+2,670
|
+3%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.37M
|
-$822K
|
-28,494
|
-26%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.15M
|
-$750K
|
-26,009
|
-31%
|
|
|
21
|
Flow Traders U.S.
New York
|
$2.09M
|
+$2.01M
|
+69,815
|
New
|
|
|
22
|
|
$2.09M
|
+$2.01M
|
+69,665
|
New
|
|
|
23
|
CFO4Life Group
Coppell,
Texas
|
$2.09M
|
+$2.01M
|
+69,665
|
New
|
|
|
24
|
Financial Management Network
Mission Viejo,
California
|
$2.05M
|
+$290K
|
+10,063
|
+17%
|
|
|
25
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$2.03M
|
+$1.95M
|
+67,675
|
New
|
|
