|
1
|
Rockefeller Capital Management
New York
|
$48M
|
+$1.14M
|
+13,408
|
+3%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$21.4M
|
-$2.09M
|
-24,503
|
-9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.5M
|
+$2.29M
|
+26,942
|
+16%
|
|
|
4
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.7M
|
-$5.79K
|
-68
|
-0%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.6M
|
-$619K
|
-7,273
|
-5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$3.3M
|
+38,793
|
+34%
|
|
|
7
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$13.5M
|
+$494K
|
+5,800
|
+4%
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$13.4M
|
+$3.23M
|
+37,943
|
+33%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$12.9M
|
-$135K
|
-1,591
|
-1%
|
|
|
10
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$12.8M
|
+$743K
|
+8,724
|
+6%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.1M
|
+$480K
|
+5,638
|
+4%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.6M
|
-$274K
|
-3,219
|
-2%
|
|
|
13
|
|
$11.2M
|
-$747K
|
-8,778
|
-6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$42.8K
|
-503
|
-0.4%
|
|
|
15
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$9.39M
|
+$252K
|
+2,957
|
+3%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$8.27M
|
-$32.6M
|
-382,937
|
-80%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.18M
|
+$826K
|
+9,704
|
+12%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.94M
|
+$7.67M
|
+90,063
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.81M
|
-$1.96M
|
-23,044
|
-21%
|
|
|
20
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.47M
|
-$831K
|
-9,755
|
-12%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$6.43M
|
-$1.04M
|
-12,199
|
-14%
|
|
|
22
|
Financial Advocates Investment Management
Olympia,
Washington
|
$6.31M
|
+$29.1K
|
+342
|
+0.5%
|
|
|
23
|
Unique Wealth
Clearwater,
Florida
|
$6.25M
|
-$488K
|
-5,729
|
-7%
|
|
|
24
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$6.25M
|
+$955K
|
+11,218
|
+19%
|
|
|
25
|
Consilium Wealth Advisory
Richardson,
Texas
|
$5.76M
|
+$56.6K
|
+665
|
+1%
|
|
