|
1
|
TMFS Holdings
Overland Park,
Kansas
|
$116M
|
+$123M
|
+18,531,432
|
New
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$48.8M
|
-$13.2M
|
-1,977,224
|
-20%
|
|
|
3
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$36.1M
|
-$208K
|
-31,264
|
-0.5%
|
|
|
4
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$21.8M
|
-$1.19M
|
-179,288
|
-5%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$21.5M
|
+$22.9M
|
+3,436,368
|
New
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$13.5M
|
-$27.1M
|
-4,074,320
|
-65%
|
|
|
7
|
Gemmer Asset Management
Walnut Creek,
California
|
$13.2M
|
-$41.7K
|
-6,272
|
-0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.9M
|
+$8.77M
|
+1,317,568
|
+197%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.6M
|
-$1.85M
|
-277,272
|
-13%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$11.5M
|
-$1.07M
|
-160,208
|
-8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.4M
|
+$11.1M
|
+1,667,960
|
New
|
|
|
12
|
Summit Asset Management
Memphis,
Tennessee
|
$10.4M
|
+$280K
|
+42,144
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.18M
|
-$1.56M
|
-234,976
|
-14%
|
|
|
14
|
|
$9.15M
|
+$2.58M
|
+386,984
|
+36%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.79M
|
+$8.94M
|
+1,343,808
|
+2,142%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.44M
|
+$4.15M
|
+623,224
|
+110%
|
|
|
17
|
Chevy Chase Trust
Bethesda,
Maryland
|
$7.36M
|
-$327K
|
-49,184
|
-4%
|
|
|
18
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$7.01M
|
+$466K
|
+70,080
|
+7%
|
|
|
19
|
Valentine Ventures
Bend,
Oregon
|
$6.4M
|
-$158K
|
-23,760
|
-2%
|
|
|
20
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.17M
|
+$4.74K
|
+712
|
+0.1%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$5.92M
|
+$5.75K
|
+864
|
+0.1%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$5.91M
|
+$2.23M
|
+334,632
|
+55%
|
|
|
23
|
First Personal Financial Services
Charlotte,
North Carolina
|
$4.39M
|
-$35.2K
|
-5,296
|
-0.7%
|
|
|
24
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.38M
|
+$409K
|
+61,480
|
+10%
|
|
|
25
|
LVW Advisors
Pittsford,
New York
|
$4.2M
|
+$3.1M
|
+466,128
|
+227%
|
|
