|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$76M
|
+$48.6M
|
+535,227
|
+173%
|
|
|
2
|
Gilbert & Cook
West Des Moines,
Iowa
|
$48M
|
+$19.2M
|
+211,244
|
+65%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
-$1.18M
|
-12,959
|
-3%
|
|
|
4
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$32.7M
|
+$150K
|
+1,652
|
+0.5%
|
|
|
5
|
Strategic Equity Management
Tucson,
Arizona
|
$25.3M
|
-$747K
|
-8,230
|
-3%
|
|
|
6
|
|
$19.2M
|
-$64.2K
|
-708
|
-0.3%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
-$502K
|
-5,537
|
-3%
|
|
|
8
|
Wexford Capital
West Palm Beach,
Florida
|
$14.9M
|
+$15M
|
+165,154
|
New
|
|
|
9
|
|
$14.5M
|
+$12.8M
|
+140,710
|
+704%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$35.6K
|
+392
|
+0.3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
+$2.6M
|
+28,653
|
+25%
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
$12.3M
|
+$12.4M
|
+136,936
|
New
|
|
|
13
|
Proficio Capital Partners
Newton,
Massachusetts
|
$12M
|
+$12.1M
|
+133,235
|
New
|
|
|
14
|
Equitable Holdings
New York
|
$11.6M
|
+$7.44M
|
+81,952
|
+177%
|
|
|
15
|
VOYA Investment Management
Atlanta,
Georgia
|
$11.3M
|
+$4.2M
|
+46,327
|
+59%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$11.1M
|
+$3.5M
|
+38,574
|
+45%
|
|
|
17
|
9258 Wealth Management
Blue Ash,
Ohio
|
$10.6M
|
+$1.57M
|
+17,347
|
+17%
|
|
|
18
|
DOHJ LLC
Seattle,
Washington
|
$10.4M
|
-$763K
|
-8,407
|
-7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.85M
|
+$2.44M
|
+26,843
|
+32%
|
|
|
20
|
KM Capital Management
Austin,
Texas
|
$9.66M
|
+$9.74M
|
+107,339
|
New
|
|
|
21
|
Pegasus Partners
Mequon,
Wisconsin
|
$9.35M
|
+$1.95M
|
+21,498
|
+26%
|
|
|
22
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$8.66M
|
+$8.73M
|
+96,207
|
New
|
|
|
23
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$8.2M
|
+$7.91M
|
+87,175
|
+2,208%
|
|
|
24
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$7.5M
|
-$992K
|
-10,939
|
-12%
|
|
|
25
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$6.92M
|
+$208K
|
+2,291
|
+3%
|
|
