|
1
|
Rockefeller Capital Management
New York
|
$34.1M
|
-$4.23K
|
-60
|
-0%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$25.5M
|
+$3.15M
|
+44,613
|
+15%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15M
|
-$779K
|
-11,037
|
-5%
|
|
|
4
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$12.6M
|
+$817K
|
+11,574
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.9M
|
+$592K
|
+8,394
|
+6%
|
|
|
6
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.3M
|
-$62K
|
-879
|
-0.6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9.79M
|
+$1M
|
+14,184
|
+12%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$9.78M
|
+$3.77M
|
+53,480
|
+67%
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$9.09M
|
+$8.73M
|
+123,757
|
New
|
|
|
10
|
|
$9.03M
|
+$7.05M
|
+99,883
|
+433%
|
|
|
11
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$8.31M
|
-$98.7K
|
-1,398
|
-1%
|
|
|
12
|
Waterloo Capital
Austin,
Texas
|
$7.75M
|
-$9.74M
|
-137,967
|
-57%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.66M
|
-$3.56M
|
-50,418
|
-33%
|
|
|
14
|
|
$6.74M
|
-$15.6M
|
-220,450
|
-71%
|
|
|
15
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.89M
|
+$74.6K
|
+1,057
|
+1%
|
|
|
16
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$5.29M
|
+$5.08M
|
+71,995
|
New
|
|
|
17
|
Unique Wealth
Clearwater,
Florida
|
$5.19M
|
+$238K
|
+3,375
|
+5%
|
|
|
18
|
Wealth Alliance
Mellville,
New York
|
$4.87M
|
-$29.1K
|
-413
|
-0.6%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$4.85M
|
-$78.5M
|
-1,112,573
|
-94%
|
|
|
20
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$4.66M
|
+$456K
|
+6,460
|
+11%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.49M
|
+$702K
|
+9,942
|
+19%
|
|
|
22
|
Consilium Wealth Advisory
Richardson,
Texas
|
$4.28M
|
+$59.6K
|
+844
|
+1%
|
|
|
23
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.24M
|
+$199K
|
+2,822
|
+5%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.15M
|
+$3.03M
|
+42,904
|
+316%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.15M
|
+$1.85M
|
+26,238
|
+87%
|
|
