|
1
|
TMFS Holdings
Overland Park,
Kansas
|
$109M
|
+$115M
|
+8,240,361
|
New
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$44.9M
|
-$11.9M
|
-850,080
|
-20%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.2M
|
+$3.86M
|
+275,601
|
+20%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$19.6M
|
+$20.7M
|
+1,477,977
|
New
|
|
|
5
|
FutureAdvisor
San Francisco,
California
|
$19.5M
|
+$5.03M
|
+359,331
|
+32%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
-$994K
|
-71,040
|
-8%
|
|
|
7
|
Summit Asset Management
Memphis,
Tennessee
|
$8.86M
|
+$319K
|
+22,794
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.56M
|
-$1.48M
|
-105,621
|
-14%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.28M
|
+$809K
|
+57,810
|
+10%
|
|
|
10
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.26M
|
+$43.5K
|
+3,108
|
+0.5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.93M
|
+$1.11M
|
+79,455
|
+16%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$7.2M
|
-$6.97K
|
-498
|
-0.1%
|
|
|
13
|
Valentine Ventures
Bend,
Oregon
|
$5.83M
|
-$108K
|
-7,746
|
-2%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.38M
|
-$719K
|
-51,345
|
-11%
|
|
|
15
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.19M
|
+$41.9K
|
+2,991
|
+0.8%
|
|
|
16
|
VSR Financial Services
Overland Park,
Kansas
|
$4.35M
|
+$839K
|
+59,946
|
+22%
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.03M
|
+$511K
|
+36,480
|
+19%
|
|
|
18
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.98M
|
+$3.14M
|
+224,238
|
New
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$2.9M
|
+$3.06M
|
+218,442
|
New
|
|
|
20
|
IMA Advisory Services
Denver,
Colorado
|
$2.78M
|
-$139K
|
-9,936
|
-4%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.74M
|
-$109K
|
-7,785
|
-4%
|
|
|
22
|
GHP Investment Advisors
Denver,
Colorado
|
$2.73M
|
+$341K
|
+24,390
|
+13%
|
|
|
23
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.27M
|
+$75.7K
|
+5,406
|
+4%
|
|
|
24
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.22M
|
-$255K
|
-18,189
|
-10%
|
|
|
25
|
|
$2.2M
|
+$1.22M
|
+86,907
|
+110%
|
|
