|
1
|
Tompkins Financial
Ithaca,
New York
|
$124M
|
+$33.2M
|
+259,710
|
+39%
|
|
|
2
|
|
$78.1M
|
-$318K
|
-2,485
|
-0.4%
|
|
|
3
|
Gilbert & Cook
West Des Moines,
Iowa
|
$64.7M
|
-$7.75M
|
-60,666
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$54.2M
|
+$287K
|
+2,242
|
+0.6%
|
|
|
5
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$52.8M
|
+$1.2M
|
+9,405
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$49.2M
|
-$1.26M
|
-9,886
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$39.4M
|
-$5.18M
|
-40,512
|
-12%
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$31.5M
|
+$30M
|
+234,876
|
New
|
|
|
9
|
Pegasus Partners
Mequon,
Wisconsin
|
$29.2M
|
+$1.76M
|
+13,773
|
+7%
|
|
|
10
|
DOHJ LLC
Seattle,
Washington
|
$27M
|
-$1.91M
|
-14,925
|
-7%
|
|
|
11
|
|
$24.1M
|
-$2.71M
|
-21,171
|
-11%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.1M
|
+$3.65M
|
+28,587
|
+22%
|
|
|
13
|
VOYA Investment Management
Atlanta,
Georgia
|
$16.9M
|
+$6.26M
|
+48,997
|
+64%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$40.8K
|
+319
|
+0.3%
|
|
|
15
|
Equitable Holdings
New York
|
$15.8M
|
-$689K
|
-5,388
|
-4%
|
|
|
16
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$13.8M
|
+$4.28M
|
+33,487
|
+48%
|
|
|
17
|
KM Capital Management
Austin,
Texas
|
$13.8M
|
-$368K
|
-2,880
|
-3%
|
|
|
18
|
SageView Advisory Group
Newport Beach,
California
|
$13.4M
|
+$12.8M
|
+99,901
|
New
|
|
|
19
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$13.3M
|
+$684K
|
+5,353
|
+6%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.1M
|
-$517K
|
-4,047
|
-4%
|
|
|
21
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13.1M
|
-$517K
|
-4,047
|
-4%
|
|
|
22
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$12.3M
|
-$266K
|
-2,082
|
-2%
|
|
|
23
|
Dechtman Wealth Management
Centennial,
Colorado
|
$12M
|
-$310K
|
-2,426
|
-3%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.9M
|
+$29.6K
|
+232
|
+0.3%
|
|
|
25
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.6M
|
+$253K
|
+1,976
|
+3%
|
|
