|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$49.9M
|
+$17.3M
|
+1,292,208
|
+55%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$9.42M
|
-$218K
|
-16,224
|
-2%
|
|
|
3
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.16M
|
+$8.95M
|
+667,131
|
New
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$9.01M
|
+$569K
|
+42,453
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.15M
|
-$2.03M
|
-151,356
|
-23%
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$6.6M
|
+$6.44M
|
+480,390
|
New
|
|
|
7
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.37M
|
-$49K
|
-3,654
|
-0.8%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.28M
|
-$522K
|
-38,925
|
-9%
|
|
|
9
|
|
$4.13M
|
+$4.03M
|
+300,405
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$188K
|
+14,052
|
+7%
|
|
|
11
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.83M
|
-$412K
|
-30,693
|
-13%
|
|
|
12
|
DRW Securities
Chicago,
Illinois
|
$2.74M
|
+$2.67M
|
+199,440
|
New
|
|
|
13
|
IMA Advisory Services
Denver,
Colorado
|
$2.51M
|
-$224K
|
-16,713
|
-8%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$2.11M
|
-$111K
|
-8,277
|
-5%
|
|
|
15
|
|
$2.06M
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
+$608K
|
+45,321
|
+43%
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.95M
|
+$43.8K
|
+3,264
|
+2%
|
|
|
18
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.95M
|
+$339K
|
+25,284
|
+22%
|
|
|
19
|
BlackRock Institutional Trust
San Francisco,
California
|
$1.3M
|
+$14.9K
|
+1,110
|
+1%
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$1.1M
|
+$323K
|
+24,078
|
+43%
|
|
|
21
|
ACG Wealth
Atlanta,
Georgia
|
$995K
|
-$94.8K
|
-7,071
|
-9%
|
|
|
22
|
Tradewinds Capital Management
Bellingham,
Washington
|
$991K
|
-$5.27K
|
-393
|
-0.5%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$925K
|
+$836K
|
+62,373
|
+1,250%
|
|
|
24
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$910K
|
+$60.8K
|
+4,533
|
+7%
|
|
|
25
|
Timber Hill
Greenwich,
Connecticut
|
$874K
|
-$8.09K
|
-603
|
-0.9%
|
|
