|
1
|
TMFS Holdings
Overland Park,
Kansas
|
$167M
|
+$45M
|
+6,737,632
|
+36%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$45.4M
|
-$6.29M
|
-943,184
|
-12%
|
|
|
3
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$38.1M
|
-$54.8K
|
-8,216
|
-0.1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$27.3M
|
+$14.9M
|
+2,228,648
|
+112%
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$23.8M
|
+$778K
|
+116,616
|
+3%
|
|
|
6
|
Gemmer Asset Management
Walnut Creek,
California
|
$14.1M
|
+$195K
|
+29,200
|
+1%
|
|
|
7
|
FAS Wealth Partners
Leawood,
Kansas
|
$13.1M
|
+$828K
|
+124,120
|
+7%
|
|
|
8
|
Piershale Financial Group
Barrington,
Illinois
|
$12.5M
|
+$12.6M
|
+1,891,152
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.1M
|
+$120K
|
+18,056
|
+1%
|
|
|
10
|
Summit Asset Management
Memphis,
Tennessee
|
$11M
|
-$30.9K
|
-4,632
|
-0.3%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$10.4M
|
+$4.23M
|
+634,544
|
+67%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$10.3M
|
-$1.79M
|
-268,880
|
-15%
|
|
|
13
|
Apriem Advisors
Irvine,
California
|
$9.11M
|
+$8.87M
|
+1,329,504
|
+2,635%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.93M
|
-$784K
|
-117,424
|
-8%
|
|
|
15
|
|
$8.85M
|
-$836K
|
-125,352
|
-9%
|
|
|
16
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$8.37M
|
+$8.18M
|
+1,225,176
|
New
|
|
|
17
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$7.45M
|
+$38.5K
|
+5,768
|
+0.5%
|
|
|
18
|
Chevy Chase Trust
Bethesda,
Maryland
|
$7.38M
|
-$400K
|
-59,872
|
-5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.21M
|
+$4.76M
|
+713,696
|
+189%
|
|
|
20
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.63M
|
+$103K
|
+15,456
|
+2%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$6.43M
|
+$174K
|
+26,088
|
+3%
|
|
|
22
|
Valentine Ventures
Bend,
Oregon
|
$6.32M
|
-$456K
|
-68,264
|
-7%
|
|
|
23
|
VSR Financial Services
Overland Park,
Kansas
|
$5.88M
|
+$1.51M
|
+226,416
|
+34%
|
|
|
24
|
LVW Advisors
Pittsford,
New York
|
$5.76M
|
+$1.34M
|
+200,736
|
+30%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$5.72M
|
-$2.17M
|
-325,352
|
-27%
|
|
