|
1
|
Rockefeller Capital Management
New York
|
$40.2M
|
+$805K
|
+10,332
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.1M
|
+$252K
|
+3,228
|
+1%
|
|
|
3
|
|
$15.6M
|
-$4.64M
|
-59,589
|
-23%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.6M
|
-$542K
|
-6,960
|
-4%
|
|
|
5
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$12.8M
|
+$537K
|
+6,892
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$109K
|
+1,401
|
+0.9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$37.9M
|
-486,388
|
-76%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$11M
|
+$69.4K
|
+891
|
+0.6%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.4M
|
-$135K
|
-1,729
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.1M
|
+$199K
|
+2,554
|
+2%
|
|
|
11
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$9.83M
|
+$1.77M
|
+22,761
|
+22%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.72M
|
+$3.44M
|
+44,152
|
+63%
|
|
|
13
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$8.37M
|
+$2.32M
|
+29,731
|
+37%
|
|
|
14
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$8.35M
|
+$39.4K
|
+506
|
+0.5%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.21M
|
+$111K
|
+1,428
|
+2%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.67M
|
+$1.15M
|
+14,761
|
+20%
|
|
|
17
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.48M
|
-$476K
|
-6,109
|
-7%
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$6.26M
|
-$3.58M
|
-45,917
|
-36%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$6M
|
+$627K
|
+8,051
|
+11%
|
|
|
20
|
Unique Wealth
Clearwater,
Florida
|
$5.43M
|
-$431K
|
-5,526
|
-7%
|
|
|
21
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.3M
|
+$201K
|
+2,583
|
+4%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.91M
|
+$186K
|
+2,381
|
+4%
|
|
|
23
|
Wealth Alliance
Mellville,
New York
|
$4.9M
|
-$61K
|
-783
|
-1%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.85M
|
+$2.54M
|
+32,650
|
+106%
|
|
|
25
|
Consilium Wealth Advisory
Richardson,
Texas
|
$4.85M
|
+$342K
|
+4,387
|
+7%
|
|
