|
1
|
Tompkins Financial
Ithaca,
New York
|
$84.8M
|
+$2.46M
|
+20,258
|
+3%
|
|
|
2
|
|
$74.4M
|
+$26.7M
|
+220,488
|
+60%
|
|
|
3
|
Gilbert & Cook
West Des Moines,
Iowa
|
$69.1M
|
-$1.37M
|
-11,283
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$51.2M
|
+$1.29M
|
+10,673
|
+3%
|
|
|
5
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$48.9M
|
+$2.61M
|
+21,529
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$47.8M
|
+$964K
|
+7,952
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$42.6M
|
+$18.3M
|
+150,932
|
+82%
|
|
|
8
|
DOHJ LLC
Seattle,
Washington
|
$27.5M
|
+$262K
|
+2,163
|
+1%
|
|
|
9
|
Pegasus Partners
Mequon,
Wisconsin
|
$25.9M
|
+$1.88M
|
+15,537
|
+8%
|
|
|
10
|
|
$25.6M
|
-$182K
|
-1,501
|
-0.7%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.4M
|
+$4.33M
|
+35,718
|
+38%
|
|
|
12
|
Equitable Holdings
New York
|
$15.6M
|
+$181K
|
+1,492
|
+1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
+$932K
|
+7,689
|
+7%
|
|
|
14
|
KM Capital Management
Austin,
Texas
|
$13.4M
|
-$134K
|
-1,102
|
-1%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13M
|
+$774K
|
+6,385
|
+7%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13M
|
+$774K
|
+6,385
|
+7%
|
|
|
17
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$11.9M
|
+$148K
|
+1,224
|
+1%
|
|
|
18
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$11.9M
|
-$980K
|
-8,081
|
-8%
|
|
|
19
|
Dechtman Wealth Management
Centennial,
Colorado
|
$11.7M
|
-$114K
|
-942
|
-1%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.3M
|
+$66.4K
|
+548
|
+0.7%
|
|
|
21
|
VOYA Investment Management
Atlanta,
Georgia
|
$9.81M
|
+$1.33M
|
+10,961
|
+17%
|
|
|
22
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$9.77M
|
-$86.1K
|
-710
|
-0.9%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$9.41M
|
+$1.66M
|
+13,700
|
+23%
|
|
|
24
|
Strategic Equity Management
Tucson,
Arizona
|
$9.06M
|
-$561K
|
-4,625
|
-6%
|
|
|
25
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$8.87M
|
+$3.4M
|
+28,075
|
+67%
|
|
