|
1
|
Rockefeller Capital Management
New York
|
$35.8M
|
+$1.03M
|
+14,120
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$20.5M
|
-$5.29M
|
-72,354
|
-21%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$15.9M
|
+$6.52M
|
+89,225
|
+72%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.9M
|
-$342K
|
-4,677
|
-2%
|
|
|
5
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$12.6M
|
-$160K
|
-2,188
|
-1%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$10.6M
|
+$623K
|
+8,518
|
+6%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.5M
|
+$23.4K
|
+320
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$645K
|
-8,827
|
-6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$9.96M
|
-$11.5K
|
-157
|
-0.1%
|
|
|
10
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$8.26M
|
-$190K
|
-2,606
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.45M
|
-$342K
|
-4,684
|
-4%
|
|
|
12
|
|
$6.87M
|
+$13.2K
|
+181
|
+0.2%
|
|
|
13
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.22M
|
+$816K
|
+11,168
|
+16%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.04M
|
+$3.99M
|
+54,622
|
+208%
|
|
|
15
|
Unique Wealth
Clearwater,
Florida
|
$5.92M
|
+$626K
|
+8,560
|
+12%
|
|
|
16
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$5.54M
|
+$775K
|
+10,602
|
+17%
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.4M
|
+$5.28M
|
+72,187
|
New
|
|
|
18
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.17M
|
-$807K
|
-11,034
|
-14%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.98M
|
+$4.87M
|
+66,563
|
New
|
|
|
20
|
Wealth Alliance
Mellville,
New York
|
$4.93M
|
-$34.2K
|
-468
|
-0.7%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.79M
|
+$220K
|
+3,012
|
+5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$4.65M
|
-$281K
|
-3,846
|
-6%
|
|
|
23
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.62M
|
+$226K
|
+3,087
|
+5%
|
|
|
24
|
|
$4.54M
|
-$4.55M
|
-62,263
|
-51%
|
|
|
25
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.44M
|
+$4.33M
|
+59,226
|
+37,016%
|
|
