|
1
|
Wells Fargo
San Francisco,
California
|
$49.1M
|
+$42.3M
|
+540,473
|
+538%
|
|
|
2
|
Rockefeller Capital Management
New York
|
$39.4M
|
+$4.07K
|
+52
|
+0%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$23.5M
|
+$21M
|
+268,641
|
+710%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$20.9M
|
-$261K
|
-3,326
|
-1%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$20.6M
|
+$21.1M
|
+268,813
|
New
|
|
|
6
|
|
$20.1M
|
+$12.6M
|
+161,405
|
+159%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.2M
|
-$512K
|
-6,538
|
-3%
|
|
|
8
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$12.2M
|
+$76.5K
|
+977
|
+0.6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$727K
|
+9,285
|
+6%
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$11M
|
-$113K
|
-1,444
|
-1%
|
|
|
11
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.5M
|
-$125K
|
-1,591
|
-1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$9.96M
|
-$366K
|
-4,673
|
-3%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$9.79M
|
+$3.45M
|
+44,057
|
+53%
|
|
|
14
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$8.32M
|
-$301K
|
-3,840
|
-3%
|
|
|
15
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$8.1M
|
+$2.06M
|
+26,250
|
+33%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.11M
|
-$281K
|
-3,583
|
-4%
|
|
|
17
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.96M
|
-$127K
|
-1,619
|
-2%
|
|
|
18
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$6.11M
|
+$1.92M
|
+24,520
|
+44%
|
|
|
19
|
Unique Wealth
Clearwater,
Florida
|
$5.86M
|
-$206K
|
-2,632
|
-3%
|
|
|
20
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.78M
|
+$5.78M
|
+73,855
|
New
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.55M
|
+$877K
|
+11,197
|
+18%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.4M
|
+$556K
|
+7,101
|
+11%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.35M
|
+$3.88M
|
+49,477
|
+243%
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.13M
|
+$173K
|
+2,210
|
+3%
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.11M
|
+$676K
|
+8,630
|
+15%
|
|
