|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$79.1M
|
+$4.47M
|
+309,861
|
+6%
|
|
|
2
|
Financial Management Professionals
Austin,
Texas
|
$41.6M
|
+$2.5M
|
+173,688
|
+7%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.5M
|
+$17.1M
|
+1,188,339
|
New
|
|
|
4
|
Piershale Financial Group
Barrington,
Illinois
|
$13.8M
|
+$7.13M
|
+494,547
|
+111%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$12.9M
|
+$3.51M
|
+243,729
|
+38%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$3.47M
|
+240,936
|
+49%
|
|
|
7
|
Gemmer Asset Management
Walnut Creek,
California
|
$10.7M
|
+$240K
|
+16,653
|
+2%
|
|
|
8
|
Summit Asset Management
Memphis,
Tennessee
|
$10.2M
|
+$12.8K
|
+888
|
+0.1%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$7.63M
|
+$281K
|
+19,515
|
+4%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.91M
|
+$12.5K
|
+864
|
+0.2%
|
|
|
11
|
Valentine Ventures
Bend,
Oregon
|
$6.64M
|
+$6.51M
|
+451,722
|
New
|
|
|
12
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.99M
|
+$85K
|
+5,895
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.42M
|
+$137K
|
+9,498
|
+3%
|
|
|
14
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.09M
|
+$4.02M
|
+278,520
|
New
|
|
|
15
|
|
$3.86M
|
-$646K
|
-44,766
|
-15%
|
|
|
16
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$3.16M
|
+$4.79M
|
+331,926
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
+$2.93M
|
+203,025
|
New
|
|
|
18
|
|
$2.65M
|
+$1.85M
|
+127,986
|
+245%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.64M
|
+$12.7K
|
+882
|
+0.5%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.54M
|
+$58.7K
|
+4,068
|
+2%
|
|
|
21
|
IMA Advisory Services
Denver,
Colorado
|
$2.51M
|
+$7.22K
|
+501
|
+0.3%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$2.42M
|
+$1.16M
|
+80,655
|
+96%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.29M
|
+$2.24M
|
+155,595
|
New
|
|
|
24
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.24M
|
-$1.28M
|
-88,929
|
-37%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.23M
|
+$194K
|
+13,431
|
+10%
|
|
