|
1
|
Carlson Capital Management
Northfield,
Minnesota
|
$292M
|
-$9.82M
|
-172,758
|
-3%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$89.2M
|
-$2.31M
|
-40,575
|
-2%
|
|
|
3
|
Abacus Planning Group
Columbia,
South Carolina
|
$77.4M
|
+$3.58M
|
+62,957
|
+5%
|
|
|
4
|
Madison Asset Management
Madison,
Wisconsin
|
$72.4M
|
-$5.51M
|
-96,886
|
-7%
|
|
|
5
|
Madison Investment Advisors
Madison,
Wisconsin
|
$72.4M
|
+$75M
|
+1,318,928
|
New
|
|
|
6
|
Shufro Rose & Co
New York
|
$70.5M
|
+$16.3M
|
+285,917
|
+29%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$61.2M
|
+$5.04M
|
+88,597
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$54.2M
|
-$1.11M
|
-19,514
|
-2%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$49.6M
|
+$51.3M
|
+902,727
|
New
|
|
|
10
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$48.9M
|
+$428K
|
+7,531
|
+0.9%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$41.3M
|
+$629K
|
+11,066
|
+1%
|
|
|
12
|
Allen Capital Group
Grand Island,
Nebraska
|
$37.6M
|
-$736K
|
-12,948
|
-2%
|
|
|
13
|
|
$35.9M
|
+$36.4M
|
+640,541
|
+4,902%
|
|
|
14
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$33.2M
|
-$332K
|
-5,846
|
-1%
|
|
|
15
|
Park National Corp
Newark,
Ohio
|
$32.8M
|
+$1.23M
|
+21,685
|
+4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.1M
|
-$1.43M
|
-25,192
|
-4%
|
|
|
17
|
O'Donnell Financial Services
San Rafael,
California
|
$26.5M
|
-$110K
|
-1,932
|
-0.4%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$24.8M
|
+$365K
|
+6,415
|
+1%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$22.4M
|
-$280K
|
-4,930
|
-1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
+$15.1K
|
+265
|
+0.1%
|
|
|
21
|
Bank of New York Mellon
New York
|
$19.9M
|
-$981K
|
-17,247
|
-5%
|
|
|
22
|
Berkeley Inc
Boise,
Idaho
|
$18.6M
|
-$17.3M
|
-304,825
|
-47%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18.5M
|
+$19.2M
|
+337,672
|
New
|
|
|
24
|
Crumly & Associates
Springfield,
Illinois
|
$18.5M
|
+$1.87M
|
+32,805
|
+11%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.9M
|
+$425K
|
+7,477
|
+3%
|
|
