|
1
|
Align Financial
Hermantown,
Minnesota
|
$69.7M
|
+$6.21M
|
+69,728
|
New
|
|
|
2
|
Rockefeller Capital Management
New York
|
$49.6M
|
+$851K
|
+9,563
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$6M
|
+67,385
|
+34%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.1M
|
+$8.25M
|
+92,657
|
+60%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$21.5M
|
-$288K
|
-3,236
|
-1%
|
|
|
6
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$17.2M
|
+$3.49M
|
+39,170
|
+26%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.1M
|
+$2.51M
|
+28,223
|
+19%
|
|
|
8
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$15.9M
|
+$2.86M
|
+32,149
|
+22%
|
|
|
9
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.9M
|
-$9.44K
|
-106
|
-0.1%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.6M
|
-$183K
|
-2,056
|
-1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$13.3M
|
+$10.6M
|
+118,978
|
+402%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$12.6M
|
+$9.25M
|
+103,943
|
+282%
|
|
|
13
|
|
$12.5M
|
+$1.18M
|
+13,267
|
+10%
|
|
|
14
|
Waverly Advisors
Birmingham,
Alabama
|
$12M
|
-$1.06M
|
-11,950
|
-8%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$271K
|
+3,048
|
+2%
|
|
|
16
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.2M
|
-$604K
|
-6,781
|
-5%
|
|
|
17
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$9.61M
|
+$67.5K
|
+758
|
+0.7%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$9.27M
|
+$4.14M
|
+46,526
|
+82%
|
|
|
19
|
|
$9.15M
|
+$9.1M
|
+102,174
|
New
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.67M
|
+$556K
|
+6,248
|
+7%
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$8.46M
|
+$49.8K
|
+559
|
+0.6%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.26M
|
-$49.8K
|
-559
|
-0.6%
|
|
|
23
|
Western Wealth Management
Golden,
Colorado
|
$6.97M
|
+$6.49M
|
+72,858
|
+1,467%
|
|
|
24
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.89M
|
+$151K
|
+1,693
|
+2%
|
|
|
25
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$6.76M
|
+$407K
|
+4,576
|
+6%
|
|
