|
1
|
TMFS Holdings
Overland Park,
Kansas
|
$174M
|
+$57.4M
|
+4,040,304
|
+49%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$43.1M
|
-$4.72M
|
-332,151
|
-10%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.3M
|
+$2.8M
|
+196,881
|
+12%
|
|
|
4
|
|
$23.4M
|
+$23.5M
|
+1,653,420
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$8.53M
|
+600,906
|
+104%
|
|
|
6
|
|
$13M
|
+$10.7M
|
+752,682
|
+454%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$11M
|
-$220K
|
-15,525
|
-2%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.8M
|
+$1.94M
|
+136,968
|
+22%
|
|
|
9
|
Summit Asset Management
Memphis,
Tennessee
|
$10.1M
|
+$665K
|
+46,854
|
+7%
|
|
|
10
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.85M
|
+$54.3K
|
+3,825
|
+0.6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.3M
|
-$817K
|
-57,570
|
-9%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$7.68M
|
+$7.71M
|
+542,763
|
New
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$7.54M
|
-$132K
|
-9,306
|
-2%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.39M
|
+$660K
|
+46,491
|
+11%
|
|
|
15
|
Valentine Ventures
Bend,
Oregon
|
$5.85M
|
-$358K
|
-25,248
|
-6%
|
|
|
16
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.63M
|
+$94K
|
+6,624
|
+2%
|
|
|
17
|
VSR Financial Services
Overland Park,
Kansas
|
$5.4M
|
+$767K
|
+53,997
|
+16%
|
|
|
18
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4.25M
|
+$1.09M
|
+76,533
|
+34%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$4.07M
|
+$2.49M
|
+175,242
|
+156%
|
|
|
20
|
GHP Investment Advisors
Denver,
Colorado
|
$3.85M
|
+$953K
|
+67,101
|
+33%
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.83M
|
+$3.85M
|
+271,092
|
New
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$3.74M
|
+$650K
|
+45,810
|
+21%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.58M
|
+$3.59M
|
+253,206
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$3.58M
|
+$2.17M
|
+152,805
|
+152%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.44M
|
+$3.45M
|
+243,123
|
New
|
|
