|
1
|
Gilbert & Cook
West Des Moines,
Iowa
|
$58.5M
|
+$954K
|
+8,898
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35.4M
|
+$336K
|
+3,134
|
+0.9%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$34.6M
|
-$1.75M
|
-16,295
|
-5%
|
|
|
4
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$28M
|
-$119K
|
-1,113
|
-0.4%
|
|
|
5
|
Strategic Equity Management
Tucson,
Arizona
|
$24.3M
|
-$1M
|
-9,343
|
-4%
|
|
|
6
|
|
$23.3M
|
+$296K
|
+2,764
|
+1%
|
|
|
7
|
|
$22.7M
|
+$659K
|
+6,142
|
+3%
|
|
|
8
|
Tompkins Financial
Ithaca,
New York
|
$22M
|
+$3.11M
|
+28,963
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20.1M
|
-$2.83M
|
-26,418
|
-12%
|
|
|
10
|
Pegasus Partners
Mequon,
Wisconsin
|
$16.1M
|
+$3.84M
|
+35,823
|
+30%
|
|
|
11
|
Equitable Holdings
New York
|
$13.6M
|
+$25.7K
|
+240
|
+0.2%
|
|
|
12
|
SageView Advisory Group
Newport Beach,
California
|
$13.4M
|
-$267K
|
-2,492
|
-2%
|
|
|
13
|
DOHJ LLC
Seattle,
Washington
|
$12.8M
|
+$3.52M
|
+32,846
|
+36%
|
|
|
14
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$12.1M
|
+$4.24M
|
+39,520
|
+51%
|
|
|
15
|
KM Capital Management
Austin,
Texas
|
$11.8M
|
+$684K
|
+6,378
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$1.26M
|
-11,773
|
-11%
|
|
|
17
|
Dechtman Wealth Management
Centennial,
Colorado
|
$9.85M
|
-$314K
|
-2,931
|
-3%
|
|
|
18
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.95M
|
+$9.29M
|
+86,572
|
New
|
|
|
19
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$8.95M
|
-$2.06M
|
-19,243
|
-18%
|
|
|
20
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$8.81M
|
+$80.3K
|
+749
|
+0.9%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$8.28M
|
-$9.82M
|
-91,578
|
-53%
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.72M
|
+$166K
|
+1,552
|
+2%
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.96M
|
+$82.8K
|
+772
|
+1%
|
|
|
24
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$6.9M
|
+$6.14M
|
+57,253
|
+603%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.42M
|
+$648K
|
+6,040
|
+11%
|
|
