|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$63.7M
|
+$11.6M
|
+832,587
|
+23%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$9.86M
|
+$65.2K
|
+4,674
|
+0.7%
|
|
|
3
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.8M
|
+$274K
|
+19,659
|
+3%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$9.37M
|
-$920
|
-66
|
-0%
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$7.09M
|
+$229K
|
+16,461
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.05M
|
-$368K
|
-26,433
|
-5%
|
|
|
7
|
Piershale Financial Group
Barrington,
Illinois
|
$6.67M
|
+$6.5M
|
+466,425
|
+43,673%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.51M
|
+$1M
|
+71,838
|
+19%
|
|
|
9
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.71M
|
-$890K
|
-63,837
|
-14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.59M
|
+$627K
|
+44,967
|
+22%
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.41M
|
+$2.33M
|
+167,046
|
+232%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3M
|
+$2.29M
|
+164,271
|
+360%
|
|
|
13
|
Schroder Investment Management Group
London,
United Kingdom
|
$2.8M
|
-$139K
|
-9,999
|
-5%
|
|
|
14
|
IMA Advisory Services
Denver,
Colorado
|
$2.53M
|
-$80.9K
|
-5,802
|
-3%
|
|
|
15
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.44M
|
+$396K
|
+28,407
|
+20%
|
|
|
16
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.32M
|
+$292K
|
+20,919
|
+15%
|
|
|
17
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.2M
|
+$1.59M
|
+113,949
|
+283%
|
|
|
18
|
|
$2.14M
|
–
|
–
|
–
|
|
|
19
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.77M
|
+$1.73M
|
+123,825
|
New
|
|
|
20
|
|
$1.73M
|
+$1.38M
|
+98,688
|
+440%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.61M
|
-$575K
|
-41,247
|
-27%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$1.58M
|
+$747K
|
+53,619
|
+94%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.43M
|
+$461K
|
+33,051
|
+49%
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$1.37M
|
+$221K
|
+15,852
|
+20%
|
|
|
25
|
ACG Wealth
Atlanta,
Georgia
|
$1.03M
|
+$209
|
+15
|
+0%
|
|
