|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$73.4M
|
-$4.28M
|
-294,069
|
-5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20M
|
+$2.91M
|
+199,878
|
+17%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$13.1M
|
+$208K
|
+14,259
|
+2%
|
|
|
4
|
Gemmer Asset Management
Walnut Creek,
California
|
$11.4M
|
+$924K
|
+63,468
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$220K
|
+15,111
|
+2%
|
|
|
6
|
Summit Asset Management
Memphis,
Tennessee
|
$9.52M
|
-$514K
|
-35,295
|
-5%
|
|
|
7
|
FutureAdvisor
San Francisco,
California
|
$8.89M
|
+$7.23M
|
+496,416
|
+415%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.77M
|
+$993K
|
+68,247
|
+15%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$7.71M
|
+$222K
|
+15,282
|
+3%
|
|
|
10
|
Valentine Ventures
Bend,
Oregon
|
$6.45M
|
-$67.2K
|
-4,614
|
-1%
|
|
|
11
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.72M
|
-$167K
|
-11,466
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.45M
|
+$1.15M
|
+79,059
|
+26%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.63M
|
+$4.68M
|
+321,342
|
New
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.54M
|
+$2.18M
|
+149,883
|
+156%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.35M
|
+$431K
|
+29,580
|
+15%
|
|
|
16
|
IMA Advisory Services
Denver,
Colorado
|
$3.32M
|
+$860K
|
+59,082
|
+35%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$3.21M
|
+$844K
|
+57,969
|
+35%
|
|
|
18
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$3.21M
|
-$1.59M
|
-109,509
|
-33%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.59M
|
-$2.79K
|
-192
|
-0.1%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.59M
|
+$94.9K
|
+6,519
|
+4%
|
|
|
21
|
GHP Investment Advisors
Denver,
Colorado
|
$2.4M
|
+$350K
|
+24,057
|
+17%
|
|
|
22
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.23M
|
-$1.81M
|
-124,128
|
-45%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2.19M
|
+$1.26M
|
+86,667
|
+132%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$2.17M
|
+$587K
|
+40,338
|
+37%
|
|
|
25
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.96M
|
-$208K
|
-14,301
|
-10%
|
|
