|
1
|
Rockefeller Capital Management
New York
|
$27.3M
|
+$1.22M
|
+18,496
|
+4%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$20.6M
|
-$4.47K
|
-68
|
-0%
|
|
|
3
|
Waterloo Capital
Austin,
Texas
|
$14.8M
|
-$5.05M
|
-76,916
|
-25%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.1M
|
-$390K
|
-5,942
|
-3%
|
|
|
5
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.79M
|
-$424K
|
-6,456
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.62M
|
-$1.06M
|
-16,084
|
-11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.44M
|
+$3.01M
|
+45,784
|
+53%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$8.41M
|
-$277K
|
-4,219
|
-3%
|
|
|
9
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$7.15M
|
+$7.69K
|
+117
|
+0.1%
|
|
|
10
|
|
$6.1M
|
+$1.18M
|
+17,986
|
+23%
|
|
|
11
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$5.72M
|
-$148K
|
-2,252
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.47M
|
+$285K
|
+4,330
|
+5%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$5.04M
|
+$238K
|
+3,616
|
+5%
|
|
|
14
|
Northwest Wealth Management
Spencer,
Iowa
|
$4.91M
|
-$30.5K
|
-464
|
-0.6%
|
|
|
15
|
First Ascent Asset Management
Denver,
Colorado
|
$4.7M
|
+$480K
|
+7,307
|
+11%
|
|
|
16
|
Wealth Alliance
Mellville,
New York
|
$4.32M
|
+$4.47M
|
+67,974
|
New
|
|
|
17
|
Unique Wealth
Clearwater,
Florida
|
$4.22M
|
-$118K
|
-1,803
|
-3%
|
|
|
18
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.93M
|
+$62.2K
|
+946
|
+2%
|
|
|
19
|
Consilium Wealth Advisory
Richardson,
Texas
|
$3.48M
|
-$39.9K
|
-607
|
-1%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.47M
|
+$108K
|
+1,639
|
+3%
|
|
|
21
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$3.46M
|
+$413K
|
+6,289
|
+13%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.37M
|
+$3.28M
|
+49,844
|
+1,571%
|
|
|
23
|
Fort Henry Capital
Wheeling,
West Virginia
|
$3.15M
|
-$7.82K
|
-119
|
-0.2%
|
|
|
24
|
Ritholtz Wealth Management
New York
|
$3.04M
|
+$160K
|
+2,441
|
+5%
|
|
|
25
|
|
$3.04M
|
-$1.57M
|
-23,828
|
-33%
|
|
