|
1
|
Rockefeller Capital Management
New York
|
$25.9M
|
+$389K
|
+6,237
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$20.7M
|
+$385K
|
+6,157
|
+2%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.5M
|
-$686K
|
-10,985
|
-4%
|
|
|
4
|
Waterloo Capital
Austin,
Texas
|
$11.8M
|
+$11.6M
|
+185,462
|
New
|
|
|
5
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$9.57M
|
+$42.5K
|
+681
|
+0.5%
|
|
|
6
|
|
$9.44M
|
-$12.6M
|
-201,483
|
-58%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.15M
|
-$596K
|
-9,538
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.67M
|
+$640K
|
+10,249
|
+8%
|
|
|
9
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$7.11M
|
+$26.8K
|
+429
|
+0.4%
|
|
|
10
|
|
$5.61M
|
+$1.64M
|
+26,321
|
+42%
|
|
|
11
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.08M
|
-$311K
|
-4,986
|
-6%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$4.92M
|
+$700K
|
+11,214
|
+17%
|
|
|
13
|
Unique Wealth
Clearwater,
Florida
|
$4.23M
|
+$200K
|
+3,204
|
+5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
-$194M
|
-3,100,325
|
-98%
|
|
|
15
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.87M
|
-$236K
|
-3,785
|
-6%
|
|
|
16
|
First Ascent Asset Management
Denver,
Colorado
|
$3.59M
|
-$310K
|
-4,962
|
-8%
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.23M
|
-$98.4K
|
-1,576
|
-3%
|
|
|
18
|
Consilium Wealth Advisory
Richardson,
Texas
|
$3.17M
|
+$135K
|
+2,169
|
+5%
|
|
|
19
|
Fort Henry Capital
Wheeling,
West Virginia
|
$3.13M
|
+$65.8K
|
+1,053
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.08M
|
-$103K
|
-1,645
|
-3%
|
|
|
21
|
Ritholtz Wealth Management
New York
|
$2.83M
|
+$93.5K
|
+1,498
|
+3%
|
|
|
22
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$2.82M
|
+$868K
|
+13,898
|
+46%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.75M
|
-$1.9M
|
-30,461
|
-41%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.75M
|
+$21K
|
+336
|
+0.8%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$2.57M
|
+$91.5K
|
+1,465
|
+4%
|
|
