|
1
|
Rockefeller Capital Management
New York
|
$40.6M
|
+$2.73M
|
+35,918
|
+8%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.8M
|
+$97.3K
|
+1,281
|
+0.5%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.1M
|
-$586K
|
-7,718
|
-4%
|
|
|
4
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$12.5M
|
-$752K
|
-9,893
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$737K
|
+9,696
|
+7%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$11.4M
|
+$252K
|
+3,318
|
+2%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11M
|
-$53.5K
|
-704
|
-0.5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$117K
|
+1,535
|
+1%
|
|
|
9
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$8.87M
|
+$150K
|
+1,978
|
+2%
|
|
|
10
|
|
$8.01M
|
+$728K
|
+9,586
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.93M
|
+$2.91M
|
+38,326
|
+62%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.61M
|
-$243K
|
-3,200
|
-3%
|
|
|
13
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$7.29M
|
+$702K
|
+9,245
|
+11%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$6.61M
|
-$9.82M
|
-129,229
|
-61%
|
|
|
15
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$6.27M
|
+$408K
|
+5,376
|
+7%
|
|
|
16
|
Unique Wealth
Clearwater,
Florida
|
$6.25M
|
-$76
|
-1
|
-0%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.03M
|
-$341K
|
-4,483
|
-6%
|
|
|
18
|
Wealth Alliance
Mellville,
New York
|
$5.2M
|
+$4.56K
|
+60
|
+0.1%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.2M
|
+$1.49M
|
+19,644
|
+51%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.11M
|
+$222K
|
+2,919
|
+5%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$5M
|
-$57.4K
|
-756
|
-1%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.83M
|
-$405K
|
-5,328
|
-8%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.78M
|
-$884K
|
-11,630
|
-16%
|
|
|
24
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.71M
|
+$21.5K
|
+283
|
+0.5%
|
|
|
25
|
Consilium Wealth Advisory
Richardson,
Texas
|
$4.66M
|
+$75.5K
|
+994
|
+2%
|
|
