|
1
|
Wells Fargo
San Francisco,
California
|
$81.4M
|
+$68.1M
|
+1,045,600
|
+787%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$32.1M
|
+$2.27M
|
+34,851
|
+8%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.8M
|
+$22.6M
|
+346,253
|
+1,291%
|
|
|
4
|
|
$21.6M
|
+$14.1M
|
+216,051
|
+225%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$20.9M
|
-$1.45M
|
-22,201
|
-7%
|
|
|
6
|
Waterloo Capital
Austin,
Texas
|
$16.8M
|
+$722K
|
+11,084
|
+5%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.9M
|
-$477K
|
-7,327
|
-3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$13.4M
|
+$11.2M
|
+172,603
|
+784%
|
|
|
9
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$11M
|
+$10.4M
|
+159,348
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
+$4.47M
|
+68,613
|
+80%
|
|
|
11
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$9.7M
|
-$58.3K
|
-895
|
-0.6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$9.68M
|
+$283K
|
+4,342
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$8.23M
|
-$866K
|
-13,287
|
-10%
|
|
|
14
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$7.9M
|
+$118K
|
+1,815
|
+2%
|
|
|
15
|
Waverly Advisors
Birmingham,
Alabama
|
$5.5M
|
+$15.4K
|
+237
|
+0.3%
|
|
|
16
|
First Ascent Asset Management
Denver,
Colorado
|
$5.49M
|
+$358K
|
+5,490
|
+7%
|
|
|
17
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.47M
|
+$120K
|
+1,842
|
+2%
|
|
|
18
|
Unique Wealth
Clearwater,
Florida
|
$4.64M
|
+$51.5K
|
+791
|
+1%
|
|
|
19
|
Wealth Alliance
Mellville,
New York
|
$4.61M
|
-$79.5K
|
-1,220
|
-2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$4.43M
|
+$2.13M
|
+32,661
|
+104%
|
|
|
21
|
Consilium Wealth Advisory
Richardson,
Texas
|
$3.97M
|
+$172K
|
+2,640
|
+5%
|
|
|
22
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$3.94M
|
+$164K
|
+2,515
|
+5%
|
|
|
23
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.86M
|
+$75.9K
|
+1,164
|
+2%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.53M
|
+$3.33M
|
+51,131
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.42M
|
+$2.69M
|
+41,341
|
+506%
|
|
