|
1
|
|
$113M
|
-$1.23M
|
-7,699
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$1.03M
|
+6,501
|
+1%
|
|
|
3
|
Tompkins Financial
Ithaca,
New York
|
$91.8M
|
-$152K
|
-955
|
-0.2%
|
|
|
4
|
Gilbert & Cook
West Des Moines,
Iowa
|
$85.6M
|
-$2.52M
|
-15,864
|
-3%
|
|
|
5
|
Richmond Investment Services
Mequon,
Wisconsin
|
$64.1M
|
+$1.5M
|
+9,442
|
+3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$59.5M
|
-$169K
|
-1,061
|
-0.3%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$55.3M
|
+$3.71M
|
+23,301
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$43.4M
|
-$622K
|
-3,910
|
-1%
|
|
|
9
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$40.1M
|
+$221K
|
+1,386
|
+0.6%
|
|
|
10
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$33.9M
|
-$46.1K
|
-290
|
-0.1%
|
|
|
11
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$33.5M
|
-$462K
|
-2,903
|
-1%
|
|
|
12
|
Searcy Financial Services
Overland Park,
Kansas
|
$29.6M
|
-$88.3K
|
-555
|
-0.3%
|
|
|
13
|
|
$27M
|
-$1.54M
|
-9,656
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
+$3.73M
|
+23,463
|
+19%
|
|
|
15
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$22.6M
|
-$11.4M
|
-71,473
|
-34%
|
|
|
16
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$22.3M
|
–
|
–
|
–
|
|
|
17
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$22.3M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21M
|
-$39.9K
|
-251
|
-0.2%
|
|
|
19
|
Manchester Financial
Westlake Village,
California
|
$19.3M
|
+$3.38M
|
+21,240
|
+22%
|
|
|
20
|
Equitable Holdings
New York
|
$17.1M
|
+$14.8K
|
+93
|
+0.1%
|
|
|
21
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$15.3M
|
-$178K
|
-1,116
|
-1%
|
|
|
22
|
KM Capital Management
Austin,
Texas
|
$15M
|
-$1.53M
|
-9,599
|
-10%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.3M
|
+$159K
|
+998
|
+1%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$14M
|
-$1.45M
|
-9,109
|
-10%
|
|
|
25
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$12.6M
|
-$237K
|
-1,488
|
-2%
|
|
