|
1
|
Tompkins Financial
Ithaca,
New York
|
$74.5M
|
+$46.9M
|
+433,650
|
+203%
|
|
|
2
|
Gilbert & Cook
West Des Moines,
Iowa
|
$63.8M
|
-$1.23M
|
-11,385
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$45.1M
|
+$5.34M
|
+49,331
|
+14%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$42.5M
|
+$3.74M
|
+34,599
|
+10%
|
|
|
5
|
|
$42M
|
+$15.1M
|
+139,498
|
+62%
|
|
|
6
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$41.8M
|
+$9.96M
|
+92,046
|
+34%
|
|
|
7
|
DOHJ LLC
Seattle,
Washington
|
$24.7M
|
+$9.88M
|
+91,304
|
+74%
|
|
|
8
|
Win Advisors
Palm Beach Gardens,
Florida
|
$24.2M
|
+$21M
|
+194,237
|
+1,220%
|
|
|
9
|
|
$23.3M
|
-$1.84M
|
-16,964
|
-8%
|
|
|
10
|
Pegasus Partners
Mequon,
Wisconsin
|
$21.7M
|
+$3.57M
|
+32,973
|
+21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$21.2M
|
-$1.14M
|
-10,491
|
-5%
|
|
|
12
|
Equitable Holdings
New York
|
$14M
|
-$1.04M
|
-9,641
|
-7%
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
$13.4M
|
-$1.87M
|
-17,299
|
-13%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$1.07M
|
+9,901
|
+10%
|
|
|
15
|
KM Capital Management
Austin,
Texas
|
$12.3M
|
-$833K
|
-7,703
|
-7%
|
|
|
16
|
|
$11.9M
|
+$6.74M
|
+62,259
|
+150%
|
|
|
17
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$11.7M
|
-$1.71M
|
-15,802
|
-13%
|
|
|
18
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11M
|
+$971K
|
+8,974
|
+10%
|
|
|
19
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$11M
|
+$971K
|
+8,974
|
+10%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.8M
|
+$7.79M
|
+71,999
|
+334%
|
|
|
21
|
Dechtman Wealth Management
Centennial,
Colorado
|
$10.7M
|
-$243K
|
-2,243
|
-2%
|
|
|
22
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$10.7M
|
+$801K
|
+7,407
|
+9%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.29M
|
+$653K
|
+6,040
|
+8%
|
|
|
24
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$8.93M
|
+$1.17M
|
+10,836
|
+16%
|
|
|
25
|
Strategic Equity Management
Tucson,
Arizona
|
$8.73M
|
-$17.2M
|
-159,283
|
-68%
|
|
