|
1
|
Rockefeller Capital Management
New York
|
$59.7M
|
+$5.25M
|
+55,052
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$24.1M
|
-$6.14M
|
-64,400
|
-21%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$24M
|
+$59.7K
|
+626
|
+0.3%
|
|
|
4
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$23.8M
|
+$3.34M
|
+35,036
|
+17%
|
|
|
5
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$21.8M
|
+$686K
|
+7,195
|
+3%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$19.7M
|
+$2.48M
|
+26,004
|
+15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$18M
|
-$957K
|
-10,035
|
-5%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.1M
|
+$385K
|
+4,033
|
+3%
|
|
|
9
|
|
$14.5M
|
-$2.12M
|
-22,270
|
-13%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$14.2M
|
+$615K
|
+6,446
|
+5%
|
|
|
11
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.9M
|
-$984K
|
-10,320
|
-7%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.2M
|
-$104K
|
-1,091
|
-0.9%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.9M
|
+$494K
|
+5,180
|
+5%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.6M
|
+$1.19M
|
+12,465
|
+13%
|
|
|
15
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$10.5M
|
-$406K
|
-4,254
|
-4%
|
|
|
16
|
|
$10.1M
|
+$134K
|
+1,404
|
+1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$427K
|
-4,475
|
-4%
|
|
|
18
|
Western Wealth Management
Golden,
Colorado
|
$8.84M
|
+$533K
|
+5,589
|
+7%
|
|
|
19
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$8.36M
|
+$291K
|
+3,055
|
+4%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$8.07M
|
+$5.27M
|
+55,223
|
+201%
|
|
|
21
|
Consilium Wealth Advisory
Richardson,
Texas
|
$7.98M
|
+$1.09M
|
+11,421
|
+16%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.72M
|
+$409K
|
+4,283
|
+6%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.29M
|
+$1.83M
|
+19,218
|
+35%
|
|
|
24
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$7.12M
|
-$132K
|
-1,387
|
-2%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$6.88M
|
+$84.2K
|
+883
|
+1%
|
|
