|
1
|
|
$95.1M
|
+$12.1M
|
+83,540
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$80.6M
|
+$1.23M
|
+8,499
|
+1%
|
|
|
3
|
Tompkins Financial
Ithaca,
New York
|
$79.2M
|
-$61.6M
|
-424,751
|
-42%
|
|
|
4
|
Gilbert & Cook
West Des Moines,
Iowa
|
$71M
|
+$1.84M
|
+12,704
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$48.1M
|
-$2.72M
|
-18,752
|
-5%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$42.3M
|
+$7.34M
|
+50,605
|
+20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$39.4M
|
-$2.84M
|
-19,552
|
-6%
|
|
|
8
|
Equitable Holdings
New York
|
$34.7M
|
+$20.8M
|
+143,097
|
+130%
|
|
|
9
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$30.3M
|
+$2.88M
|
+19,858
|
+10%
|
|
|
10
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$29.6M
|
-$21.8M
|
-150,266
|
-41%
|
|
|
11
|
DOHJ LLC
Seattle,
Washington
|
$26M
|
-$1.74M
|
-12,016
|
-6%
|
|
|
12
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$25.6M
|
+$507K
|
+3,493
|
+2%
|
|
|
13
|
Richmond Investment Services
Mequon,
Wisconsin
|
$25.4M
|
+$1.48M
|
+10,227
|
+6%
|
|
|
14
|
Proficio Capital Partners
Newton,
Massachusetts
|
$23.5M
|
+$24.8M
|
+170,695
|
New
|
|
|
15
|
|
$23.1M
|
-$1.02M
|
-7,053
|
-4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
+$2.5M
|
+17,228
|
+13%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.5M
|
+$284K
|
+1,959
|
+2%
|
|
|
18
|
BNP Paribas Financial Markets
Paris,
France
|
$17.2M
|
+$1.97M
|
+13,600
|
+12%
|
|
|
19
|
KM Capital Management
Austin,
Texas
|
$13.7M
|
-$407K
|
-2,806
|
-3%
|
|
|
20
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$12.7M
|
-$124K
|
-857
|
-0.9%
|
|
|
21
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$12.5M
|
+$7.25M
|
+49,960
|
+122%
|
|
|
22
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$12.5M
|
+$13.2M
|
+90,755
|
New
|
|
|
23
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$11.9M
|
+$1.27M
|
+8,743
|
+10%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$10.9M
|
+$2.88M
|
+19,842
|
+33%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.2M
|
+$1.73M
|
+11,948
|
+19%
|
|
