|
1
|
Tompkins Financial
Ithaca,
New York
|
$145M
|
-$1.37M
|
-9,496
|
-0.9%
|
|
|
2
|
|
$88M
|
-$19.5M
|
-134,584
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$83.7M
|
+$24M
|
+165,767
|
+40%
|
|
|
4
|
Gilbert & Cook
West Des Moines,
Iowa
|
$72.9M
|
-$466K
|
-3,217
|
-0.6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$53.3M
|
+$1.61M
|
+11,151
|
+3%
|
|
|
6
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$52.9M
|
-$1.72M
|
-11,901
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$44.3M
|
+$188K
|
+1,302
|
+0.4%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$37.2M
|
+$37.2M
|
+257,324
|
New
|
|
|
9
|
DOHJ LLC
Seattle,
Washington
|
$29.2M
|
+$559K
|
+3,862
|
+2%
|
|
|
10
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$29M
|
+$6.76M
|
+46,690
|
+30%
|
|
|
11
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$26.5M
|
+$26.5M
|
+183,022
|
New
|
|
|
12
|
|
$25.4M
|
-$451K
|
-3,117
|
-2%
|
|
|
13
|
Richmond Investment Services
Mequon,
Wisconsin
|
$25.2M
|
+$25.2M
|
+174,323
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.5M
|
+$3.59M
|
+24,776
|
+23%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.2M
|
-$429K
|
-2,968
|
-2%
|
|
|
16
|
BNP Paribas Financial Markets
Paris,
France
|
$16.1M
|
+$10.4M
|
+72,200
|
+184%
|
|
|
17
|
Equitable Holdings
New York
|
$15.9M
|
+$230K
|
+1,586
|
+1%
|
|
|
18
|
KM Capital Management
Austin,
Texas
|
$14.9M
|
+$155K
|
+1,070
|
+1%
|
|
|
19
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$13.5M
|
+$285K
|
+1,971
|
+2%
|
|
|
20
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$12.3M
|
-$720K
|
-4,973
|
-6%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$12.3M
|
-$670K
|
-4,630
|
-5%
|
|
|
22
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.9M
|
-$642K
|
-4,439
|
-6%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.98M
|
+$8.98M
|
+62,051
|
New
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$8.86M
|
+$8.75M
|
+60,490
|
+8,343%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.83M
|
+$144K
|
+998
|
+2%
|
|
