|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$288M
|
-$92.3M
|
-1,808,662
|
-25%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$90.1M
|
-$756K
|
-14,831
|
-0.9%
|
|
|
3
|
Madison Asset Management
Madison,
Wisconsin
|
$69.7M
|
-$3.22M
|
-63,203
|
-5%
|
|
|
4
|
Abacus Planning Group
Columbia,
South Carolina
|
$67.9M
|
+$2.32M
|
+45,505
|
+4%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$52.1M
|
+$49.3M
|
+966,347
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$50.3M
|
+$1.61M
|
+31,522
|
+3%
|
|
|
7
|
Shufro Rose & Co
New York
|
$49.3M
|
+$16.1M
|
+315,574
|
+53%
|
|
|
8
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$44.3M
|
+$1.01M
|
+19,755
|
+2%
|
|
|
9
|
Empowered Funds
Havertown,
Pennsylvania
|
$44.1M
|
+$41.7M
|
+817,414
|
New
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$38.8M
|
+$11.6M
|
+228,294
|
+46%
|
|
|
11
|
Allen Capital Group
Grand Island,
Nebraska
|
$36.9M
|
+$3.91M
|
+76,733
|
+13%
|
|
|
12
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$35.7M
|
+$467K
|
+9,159
|
+1%
|
|
|
13
|
Janiczek Wealth Management
Denver,
Colorado
|
$31M
|
+$2.92M
|
+57,290
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30M
|
+$10.2M
|
+199,850
|
+56%
|
|
|
15
|
O'Donnell Financial Services
San Rafael,
California
|
$25.4M
|
-$12.2M
|
-238,423
|
-34%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.5M
|
+$1.45M
|
+28,384
|
+7%
|
|
|
17
|
Arlington Financial Advisors
Santa Barbara,
California
|
$23.5M
|
+$4.1M
|
+80,374
|
+23%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$23.1M
|
+$1.03M
|
+20,187
|
+5%
|
|
|
19
|
Sage Advisory Services
Austin,
Texas
|
$21.9M
|
+$6.67M
|
+130,835
|
+48%
|
|
|
20
|
Crumly & Associates
Springfield,
Illinois
|
$19.1M
|
-$133K
|
-2,607
|
-0.7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$6.23M
|
+122,079
|
+53%
|
|
|
22
|
Bank of New York Mellon
New York
|
$17.1M
|
+$5.58M
|
+109,496
|
+53%
|
|
|
23
|
Empire Financial Management Company
New York
|
$14.2M
|
-$77.6K
|
-1,522
|
-0.6%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$12.7M
|
+$3.46M
|
+67,788
|
+40%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.7M
|
+$1.66M
|
+32,624
|
+16%
|
|
