|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$38.7M
|
+$38M
|
+449,091
|
New
|
|
|
2
|
SimpliFi Inc
San Diego,
California
|
$18M
|
+$4.44M
|
+52,454
|
+33%
|
|
|
3
|
Jackson Wealth Management
Lake Mary,
Florida
|
$16.3M
|
+$15.7M
|
+185,569
|
New
|
|
|
4
|
Stadion Money Management
Watkinsville,
Georgia
|
$13.4M
|
+$186K
|
+2,200
|
+1%
|
|
|
5
|
Barber Financial Group
Lenexa,
Kansas
|
$11.4M
|
+$11.2M
|
+132,493
|
New
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.1M
|
-$279K
|
-3,297
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.44M
|
+$855K
|
+10,099
|
+10%
|
|
|
8
|
Financial Insights
Tacoma,
Washington
|
$9.05M
|
+$109K
|
+1,287
|
+1%
|
|
|
9
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.53M
|
+$7.4M
|
+87,412
|
New
|
|
|
10
|
Snowden Capital Advisors
New York
|
$6.78M
|
+$729K
|
+8,613
|
+12%
|
|
|
11
|
Continuum Advisory
Eagle,
Idaho
|
$6.09M
|
-$289K
|
-3,419
|
-5%
|
|
|
12
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$5.65M
|
+$241K
|
+2,842
|
+5%
|
|
|
13
|
American Money Management
Rancho Santa Fe,
California
|
$4.52M
|
+$23.3K
|
+275
|
+0.5%
|
|
|
14
|
Premia Global Advisors
Coral Gables,
Florida
|
$3.7M
|
+$3.63M
|
+42,913
|
New
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.62M
|
–
|
–
|
–
|
|
|
16
|
|
$3.57M
|
+$2.97M
|
+35,085
|
+554%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.23M
|
+$271K
|
+3,201
|
+9%
|
|
|
18
|
Royal Fund Management
Lady Lake,
Florida
|
$3.18M
|
+$180K
|
+2,129
|
+6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.15M
|
+$904K
|
+10,679
|
+41%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.03M
|
+$759K
|
+8,964
|
+34%
|
|
|
21
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.05M
|
-$169K
|
-1,998
|
-8%
|
|
|
22
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.84M
|
-$80.5K
|
-951
|
-4%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$1.48M
|
+$1.46M
|
+17,205
|
New
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$1.34M
|
+$35.6K
|
+420
|
+3%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$1.14M
|
+$189K
|
+2,234
|
+20%
|
|
