|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$31.7M
|
+$3.75M
|
+286,962
|
+14%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$9.53M
|
-$172K
|
-13,134
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.12M
|
-$1.61M
|
-123,276
|
-16%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$8.33M
|
+$2.12M
|
+162,396
|
+36%
|
|
|
5
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.34M
|
+$83.6K
|
+6,405
|
+1%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.74M
|
+$5.53M
|
+423,108
|
New
|
|
|
7
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.22M
|
-$47.8K
|
-3,660
|
-2%
|
|
|
8
|
IMA Advisory Services
Denver,
Colorado
|
$2.71M
|
-$7.13K
|
-546
|
-0.3%
|
|
|
9
|
|
$2.69M
|
+$2.58M
|
+197,781
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.61M
|
+$87K
|
+6,663
|
+4%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$2.2M
|
-$1.54M
|
-118,053
|
-42%
|
|
|
12
|
|
$2.04M
|
–
|
–
|
–
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.89M
|
+$51.5K
|
+3,945
|
+3%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.58M
|
+$430K
|
+32,892
|
+39%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
+$145K
|
+11,136
|
+12%
|
|
|
16
|
BlackRock Institutional Trust
San Francisco,
California
|
$1.27M
|
+$918K
|
+70,290
|
+304%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.13M
|
-$280K
|
-21,477
|
-21%
|
|
|
18
|
ACG Wealth
Atlanta,
Georgia
|
$1.08M
|
+$1.04M
|
+79,536
|
New
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$1.07M
|
+$1.03M
|
+78,825
|
New
|
|
|
20
|
Tradewinds Capital Management
Bellingham,
Washington
|
$984K
|
+$947K
|
+72,510
|
New
|
|
|
21
|
Timber Hill
Greenwich,
Connecticut
|
$872K
|
-$90.5K
|
-6,930
|
-10%
|
|
|
22
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$838K
|
+$325K
|
+24,864
|
+67%
|
|
|
23
|
Carlson Capital Management
Northfield,
Minnesota
|
$821K
|
-$73.4K
|
-5,619
|
-9%
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$764K
|
+$293K
|
+22,455
|
+66%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$636K
|
+$32.6K
|
+2,496
|
+6%
|
|
