|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$311M
|
+$6.25M
|
+115,314
|
+2%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$94.5M
|
-$909K
|
-16,759
|
-1%
|
|
|
3
|
Madison Asset Management
Madison,
Wisconsin
|
$80.3M
|
+$20.8M
|
+383,144
|
+37%
|
|
|
4
|
Abacus Planning Group
Columbia,
South Carolina
|
$76.3M
|
+$3.58M
|
+65,971
|
+5%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$63.7M
|
-$1.58M
|
-29,206
|
-3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$58.2M
|
+$1.79M
|
+32,937
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$57.1M
|
+$4.7M
|
+86,676
|
+9%
|
|
|
8
|
Shufro Rose & Co
New York
|
$51.3M
|
–
|
–
|
–
|
|
|
9
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$50.1M
|
+$1.55M
|
+28,616
|
+3%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$42M
|
-$456K
|
-8,406
|
-1%
|
|
|
11
|
Allen Capital Group
Grand Island,
Nebraska
|
$39.6M
|
+$170K
|
+3,128
|
+0.5%
|
|
|
12
|
Berkeley Inc
Boise,
Idaho
|
$36.5M
|
+$18M
|
+331,629
|
+106%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.6M
|
-$986K
|
-18,187
|
-3%
|
|
|
14
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$34.5M
|
-$1.3M
|
-24,048
|
-4%
|
|
|
15
|
Park National Corp
Newark,
Ohio
|
$32.6M
|
+$6.01M
|
+110,764
|
+24%
|
|
|
16
|
O'Donnell Financial Services
San Rafael,
California
|
$27.2M
|
-$153K
|
-2,819
|
-0.6%
|
|
|
17
|
Sage Advisory Services
Austin,
Texas
|
$26.1M
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.8M
|
+$1.2M
|
+22,150
|
+5%
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
$25.3M
|
+$480K
|
+8,859
|
+2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.8M
|
+$19.7K
|
+364
|
+0.1%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$23.4M
|
-$1.21M
|
-22,334
|
-5%
|
|
|
22
|
Bank of New York Mellon
New York
|
$21.5M
|
+$560K
|
+10,317
|
+3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$21M
|
+$350K
|
+6,448
|
+2%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$18.1M
|
+$348K
|
+6,420
|
+2%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$17.5M
|
+$14.4M
|
+265,232
|
+602%
|
|
