|
1
|
|
$112M
|
-$4.85M
|
-28,748
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$8.59M
|
-50,933
|
-7%
|
|
|
3
|
Gilbert & Cook
West Des Moines,
Iowa
|
$82.9M
|
+$1.2M
|
+7,108
|
+1%
|
|
|
4
|
Tompkins Financial
Ithaca,
New York
|
$80.1M
|
-$12.2M
|
-72,282
|
-13%
|
|
|
5
|
Richmond Investment Services
Mequon,
Wisconsin
|
$65.8M
|
+$2.27M
|
+13,456
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$60.6M
|
+$15.9M
|
+94,189
|
+33%
|
|
|
7
|
Lido Advisors
Los Angeles,
California
|
$59.6M
|
-$1.85M
|
-10,958
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$56.8M
|
-$2.26M
|
-13,408
|
-4%
|
|
|
9
|
Commerce Bank
Kansas City,
Missouri
|
$56.7M
|
+$30.3M
|
+179,880
|
+104%
|
|
|
10
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$34.6M
|
-$578K
|
-3,431
|
-2%
|
|
|
11
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$33.2M
|
+$1.31M
|
+7,770
|
+4%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$32.8M
|
–
|
–
|
–
|
|
|
13
|
Searcy Financial Services
Overland Park,
Kansas
|
$29.2M
|
+$682K
|
+4,048
|
+2%
|
|
|
14
|
|
$28.6M
|
+$4.57M
|
+27,089
|
+17%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25M
|
+$3.77M
|
+22,367
|
+17%
|
|
|
16
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$21.6M
|
–
|
–
|
–
|
|
|
17
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$21.6M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.7M
|
+$919K
|
+5,453
|
+4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.4M
|
+$4.63M
|
+27,487
|
+28%
|
|
|
20
|
Manchester Financial
Westlake Village,
California
|
$19.2M
|
+$189K
|
+1,120
|
+0.9%
|
|
|
21
|
Equitable Holdings
New York
|
$16.7M
|
-$708K
|
-4,199
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
+$6.34M
|
+37,643
|
+72%
|
|
|
23
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$11.9M
|
-$293K
|
-1,738
|
-2%
|
|
|
24
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$11.7M
|
-$87K
|
-516
|
-0.7%
|
|
|
25
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.7M
|
+$45.8K
|
+272
|
+0.4%
|
|
