|
1
|
Rockefeller Capital Management
New York
|
$27.3M
|
+$241K
|
+3,754
|
+0.9%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.5M
|
-$2.77K
|
-43
|
-0%
|
|
|
3
|
Waterloo Capital
Austin,
Texas
|
$20.5M
|
+$7.97M
|
+123,832
|
+67%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.2M
|
-$1.01M
|
-15,746
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$1M
|
+15,600
|
+11%
|
|
|
6
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$9.81M
|
-$171K
|
-2,663
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.06M
|
-$467K
|
-7,267
|
-5%
|
|
|
8
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$7.47M
|
+$49.4K
|
+768
|
+0.7%
|
|
|
9
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$6.13M
|
+$4.91M
|
+76,283
|
+473%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$5.78M
|
+$1.64M
|
+25,529
|
+41%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.42M
|
-$20.7K
|
-322
|
-0.4%
|
|
|
12
|
|
$5.18M
|
-$4.52M
|
-70,235
|
-47%
|
|
|
13
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.16M
|
-$135K
|
-2,093
|
-3%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$5.03M
|
-$98K
|
-1,524
|
-2%
|
|
|
15
|
|
$4.75M
|
-$1.07M
|
-16,647
|
-19%
|
|
|
16
|
Unique Wealth
Clearwater,
Florida
|
$4.53M
|
+$108K
|
+1,674
|
+3%
|
|
|
17
|
First Ascent Asset Management
Denver,
Colorado
|
$4.42M
|
+$661K
|
+10,273
|
+18%
|
|
|
18
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$4.05M
|
+$5.72K
|
+89
|
+0.1%
|
|
|
19
|
Consilium Wealth Advisory
Richardson,
Texas
|
$3.68M
|
+$357K
|
+5,555
|
+11%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.52M
|
+$144K
|
+2,231
|
+4%
|
|
|
21
|
Fort Henry Capital
Wheeling,
West Virginia
|
$3.3M
|
+$34.5K
|
+536
|
+1%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.22M
|
+$890K
|
+13,837
|
+40%
|
|
|
23
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$3.2M
|
+$246K
|
+3,823
|
+9%
|
|
|
24
|
Ritholtz Wealth Management
New York
|
$3.02M
|
+$59.3K
|
+922
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3M
|
+$658K
|
+10,223
|
+29%
|
|
