|
1
|
Rockefeller Capital Management
New York
|
$26.4M
|
-$410K
|
-5,928
|
-2%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.1M
|
+$295K
|
+4,270
|
+1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$24.2M
|
+$1.02M
|
+14,777
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$2.11M
|
-30,514
|
-15%
|
|
|
5
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$12M
|
+$11.8M
|
+170,867
|
+6,048%
|
|
|
6
|
FDx Advisors
Chicago,
Illinois
|
$12M
|
+$12M
|
+173,430
|
New
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.3M
|
+$38.9K
|
+562
|
+0.4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.48M
|
-$38.3M
|
-553,888
|
-80%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.46M
|
-$398K
|
-5,754
|
-4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.13M
|
-$2.58M
|
-37,235
|
-24%
|
|
|
11
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$7.74M
|
-$66.5K
|
-962
|
-0.8%
|
|
|
12
|
Northwest Wealth Management
Spencer,
Iowa
|
$6M
|
-$36.6K
|
-529
|
-0.6%
|
|
|
13
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$5.95M
|
+$197K
|
+2,842
|
+3%
|
|
|
14
|
Consilium Wealth Advisory
Richardson,
Texas
|
$5.8M
|
-$507K
|
-7,329
|
-8%
|
|
|
15
|
|
$5.18M
|
-$526K
|
-7,604
|
-9%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$4.39M
|
+$200K
|
+2,899
|
+5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.22M
|
-$21.7M
|
-314,388
|
-84%
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.05M
|
+$169K
|
+2,447
|
+4%
|
|
|
19
|
Fort Henry Capital
Wheeling,
West Virginia
|
$3.44M
|
-$380K
|
-5,488
|
-10%
|
|
|
20
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.21M
|
+$1.01M
|
+14,662
|
+46%
|
|
|
21
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.17M
|
+$223K
|
+3,226
|
+8%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.16M
|
+$10.8K
|
+156
|
+0.3%
|
|
|
23
|
Ritholtz Wealth Management
New York
|
$2.9M
|
+$77K
|
+1,114
|
+3%
|
|
|
24
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$2.88M
|
-$179K
|
-2,590
|
-6%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$2.86M
|
+$1.03M
|
+14,853
|
+56%
|
|
