|
1
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$23.7M
|
+371,754
|
+270%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$23.6M
|
+$704K
|
+11,065
|
+3%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$22.7M
|
+$22.5M
|
+352,841
|
+1,333%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$22M
|
+$1.04M
|
+16,395
|
+5%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.2M
|
-$1.5M
|
-23,591
|
-6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$412K
|
+6,473
|
+4%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.88M
|
-$43.1K
|
-677
|
-0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.74M
|
+$419K
|
+6,586
|
+5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.17M
|
+$6.15M
|
+96,646
|
+417%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.98M
|
-$89.2K
|
-1,402
|
-1%
|
|
|
11
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$6.79M
|
+$70.6K
|
+1,109
|
+1%
|
|
|
12
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$5.25M
|
+$91.4K
|
+1,436
|
+2%
|
|
|
13
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.16M
|
-$61.4K
|
-964
|
-1%
|
|
|
14
|
|
$4.88M
|
+$403K
|
+6,328
|
+8%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$4.21M
|
+$422K
|
+6,630
|
+10%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.74M
|
+$305K
|
+4,794
|
+8%
|
|
|
17
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.41M
|
+$662K
|
+10,404
|
+22%
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.29M
|
-$237K
|
-3,727
|
-6%
|
|
|
19
|
Arden Trust
Wilmington,
Delaware
|
$2.99M
|
+$3.18M
|
+49,937
|
New
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$2.99M
|
+$3.18M
|
+49,937
|
New
|
|
|
21
|
Fort Henry Capital
Wheeling,
West Virginia
|
$2.93M
|
-$61.4K
|
-965
|
-2%
|
|
|
22
|
First Ascent Asset Management
Denver,
Colorado
|
$2.92M
|
+$509K
|
+7,997
|
+20%
|
|
|
23
|
Consilium Wealth Advisory
Richardson,
Texas
|
$2.84M
|
-$2.34M
|
-36,717
|
-44%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.64M
|
+$2.8M
|
+44,065
|
New
|
|
|
25
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.6M
|
-$160K
|
-2,506
|
-5%
|
|
