|
1
|
Tompkins Financial
Ithaca,
New York
|
$142M
|
+$11.4M
|
+83,965
|
+9%
|
|
|
2
|
|
$104M
|
+$21.7M
|
+159,915
|
+27%
|
|
|
3
|
Gilbert & Cook
West Des Moines,
Iowa
|
$71.2M
|
+$3.31M
|
+24,423
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$57.9M
|
+$1.05M
|
+7,743
|
+2%
|
|
|
5
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$53M
|
-$2.24M
|
-16,490
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$50.2M
|
-$1.32M
|
-9,707
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$42.8M
|
+$1.44M
|
+10,595
|
+4%
|
|
|
8
|
Pegasus Partners
Mequon,
Wisconsin
|
$30.9M
|
+$342K
|
+2,521
|
+1%
|
|
|
9
|
DOHJ LLC
Seattle,
Washington
|
$27.5M
|
-$537K
|
-3,960
|
-2%
|
|
|
10
|
|
$25.1M
|
-$211K
|
-1,555
|
-0.9%
|
|
|
11
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$21.6M
|
+$6.83M
|
+50,403
|
+49%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18M
|
-$3.98M
|
-29,360
|
-19%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
-$1.13M
|
-8,326
|
-7%
|
|
|
14
|
Equitable Holdings
New York
|
$15.2M
|
-$1.3M
|
-9,572
|
-8%
|
|
|
15
|
KM Capital Management
Austin,
Texas
|
$14.3M
|
-$127K
|
-934
|
-0.9%
|
|
|
16
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$12.9M
|
-$996K
|
-7,345
|
-7%
|
|
|
17
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$12.6M
|
-$229K
|
-1,688
|
-2%
|
|
|
18
|
SageView Advisory Group
Newport Beach,
California
|
$12.6M
|
-$1.42M
|
-10,497
|
-11%
|
|
|
19
|
Dechtman Wealth Management
Centennial,
Colorado
|
$12M
|
-$524K
|
-3,864
|
-4%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$11.5M
|
-$2.17M
|
-16,025
|
-16%
|
|
|
21
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$11.5M
|
-$2.17M
|
-16,025
|
-16%
|
|
|
22
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.2M
|
+$144K
|
+1,061
|
+1%
|
|
|
23
|
VOYA Investment Management
Atlanta,
Georgia
|
$10.8M
|
-$6.66M
|
-49,148
|
-39%
|
|
|
24
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$10.1M
|
+$7.03M
|
+51,831
|
+257%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$8.65M
|
-$320K
|
-2,363
|
-4%
|
|
