|
1
|
Rockefeller Capital Management
New York
|
$44.3M
|
+$453K
|
+5,791
|
+1%
|
|
|
2
|
CX Institutional
Auburn,
Indiana
|
$39.8M
|
+$37.2M
|
+475,983
|
+58,403%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$22.3M
|
-$650K
|
-8,315
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$940K
|
+12,016
|
+8%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.4M
|
-$1.34M
|
-17,111
|
-10%
|
|
|
6
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$12.9M
|
-$910K
|
-11,634
|
-7%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$12.3M
|
+$279K
|
+3,567
|
+2%
|
|
|
8
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$12.3M
|
+$2.94M
|
+37,566
|
+34%
|
|
|
9
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$11.4M
|
+$664K
|
+8,497
|
+7%
|
|
|
10
|
|
$11.3M
|
-$5.3M
|
-67,806
|
-33%
|
|
|
11
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.2M
|
-$86.2K
|
-1,102
|
-0.8%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11M
|
+$1.4M
|
+17,919
|
+16%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
-$742K
|
-9,487
|
-7%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$9.59M
|
-$3.1M
|
-39,596
|
-26%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.49M
|
+$2.08M
|
+26,548
|
+30%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.31M
|
+$1.36M
|
+17,424
|
+18%
|
|
|
17
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$8.64M
|
-$431K
|
-5,512
|
-5%
|
|
|
18
|
GeoWealth Management
Chicago,
Illinois
|
$7.11M
|
+$258K
|
+3,304
|
+4%
|
|
|
19
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.93M
|
-$122K
|
-1,565
|
-2%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.93M
|
+$362K
|
+4,628
|
+6%
|
|
|
21
|
Unique Wealth
Clearwater,
Florida
|
$6.39M
|
+$444K
|
+5,674
|
+8%
|
|
|
22
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.94M
|
+$157K
|
+2,010
|
+3%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.52M
|
+$153K
|
+1,956
|
+3%
|
|
|
24
|
Consilium Wealth Advisory
Richardson,
Texas
|
$5.39M
|
+$99.8K
|
+1,276
|
+2%
|
|
|
25
|
Wealth Alliance
Mellville,
New York
|
$5.27M
|
-$64.4K
|
-823
|
-1%
|
|
