|
1
|
Gilbert & Cook
West Des Moines,
Iowa
|
$53.6M
|
+$1.6M
|
+17,052
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35.3M
|
-$1.88M
|
-19,979
|
-5%
|
|
|
3
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$33.4M
|
-$1.88M
|
-19,983
|
-6%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$25.4M
|
+$9.79M
|
+104,096
|
New
|
|
|
5
|
Strategic Equity Management
Tucson,
Arizona
|
$25.4M
|
-$1.88M
|
-19,995
|
-7%
|
|
|
6
|
|
$20.9M
|
+$104K
|
+1,105
|
+0.5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$20.1M
|
-$60.1M
|
-638,943
|
-76%
|
|
|
8
|
|
$19.5M
|
+$3.72M
|
+39,544
|
+25%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$17.4M
|
-$301K
|
-3,202
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$1.65M
|
+17,536
|
+12%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$13.3M
|
-$50K
|
-532
|
-0.4%
|
|
|
12
|
Equitable Holdings
New York
|
$12.7M
|
+$189K
|
+2,005
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
-$2.85M
|
-30,244
|
-21%
|
|
|
14
|
KM Capital Management
Austin,
Texas
|
$10M
|
-$388K
|
-4,122
|
-4%
|
|
|
15
|
Pegasus Partners
Mequon,
Wisconsin
|
$9.46M
|
-$629K
|
-6,683
|
-6%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$9.04M
|
-$2.91M
|
-30,880
|
-25%
|
|
|
17
|
DOHJ LLC
Seattle,
Washington
|
$8.77M
|
-$2.42M
|
-25,692
|
-22%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.48M
|
-$2.1M
|
-22,360
|
-20%
|
|
|
19
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$8.02M
|
-$93.6K
|
-995
|
-1%
|
|
|
20
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$7.25M
|
-$232K
|
-2,461
|
-3%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.05M
|
+$310K
|
+3,298
|
+5%
|
|
|
22
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.26M
|
+$54.4K
|
+578
|
+0.9%
|
|
|
23
|
|
$5.42M
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.37M
|
-$566K
|
-6,014
|
-10%
|
|
|
25
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$4.71M
|
+$1.66M
|
+17,681
|
+57%
|
|
