|
1
|
Rockefeller Capital Management
New York
|
$22M
|
+$160K
|
+2,641
|
+0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
-$9.11M
|
-149,983
|
-29%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$18M
|
-$2.57M
|
-42,360
|
-12%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.4M
|
-$2.48M
|
-40,808
|
-12%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$11.6M
|
+$11.1M
|
+182,040
|
+692%
|
|
|
6
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.28M
|
+$62.8K
|
+1,033
|
+0.7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.16M
|
-$3.16M
|
-51,960
|
-29%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.95M
|
+$341K
|
+5,606
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.67M
|
-$541K
|
-8,909
|
-7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.13M
|
-$359K
|
-5,908
|
-5%
|
|
|
11
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$6M
|
-$308K
|
-5,062
|
-4%
|
|
|
12
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.87M
|
+$9.48K
|
+156
|
+0.2%
|
|
|
13
|
|
$4.76M
|
+$266K
|
+4,379
|
+5%
|
|
|
14
|
Northwest Wealth Management
Spencer,
Iowa
|
$4.72M
|
-$64.2K
|
-1,056
|
-1%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$3.71M
|
-$214K
|
-3,515
|
-5%
|
|
|
16
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.2M
|
+$49.8K
|
+819
|
+1%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.13M
|
-$357K
|
-5,882
|
-9%
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$3M
|
-$51.5K
|
-848
|
-2%
|
|
|
19
|
First Ascent Asset Management
Denver,
Colorado
|
$2.98M
|
+$305K
|
+5,014
|
+10%
|
|
|
20
|
Consilium Wealth Advisory
Richardson,
Texas
|
$2.86M
|
+$248K
|
+4,087
|
+9%
|
|
|
21
|
Fort Henry Capital
Wheeling,
West Virginia
|
$2.84M
|
+$144K
|
+2,370
|
+5%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$2.81M
|
-$20M
|
-328,626
|
-87%
|
|
|
23
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.36M
|
+$34.7K
|
+571
|
+1%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.36M
|
-$54.4K
|
-895
|
-2%
|
|
|
25
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.31M
|
+$160K
|
+2,630
|
+7%
|
|
