|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$135M
|
+$389K
|
+13,911
|
+0.3%
|
|
|
2
|
Act Wealth Management
Plano,
Texas
|
$21.7M
|
+$496K
|
+17,731
|
+2%
|
|
|
3
|
|
$18.6M
|
+$17.6M
|
+630,243
|
+1,871%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$271K
|
+9,688
|
+2%
|
|
|
5
|
|
$13.9M
|
-$9.79M
|
-349,989
|
-41%
|
|
|
6
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12M
|
+$445K
|
+15,923
|
+4%
|
|
|
7
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.21M
|
+$8.2M
|
+293,269
|
New
|
|
|
8
|
Rockefeller Capital Management
New York
|
$7.39M
|
+$6.65M
|
+237,766
|
+917%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.46M
|
+$482K
|
+17,244
|
+8%
|
|
|
10
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.02M
|
+$693K
|
+24,779
|
+16%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.83M
|
+$1.53M
|
+54,611
|
+46%
|
|
|
12
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.6M
|
+$4.59M
|
+164,106
|
New
|
|
|
13
|
VeraBank
Henderson,
Texas
|
$4.55M
|
+$107K
|
+3,812
|
+2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.35M
|
+$425K
|
+15,211
|
+11%
|
|
|
15
|
Kendall Capital Management
Rockville,
Maryland
|
$3.08M
|
+$1.13M
|
+40,247
|
+58%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$2.56M
|
-$1.63M
|
-58,342
|
-0.6%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.82M
|
-$129K
|
-4,630
|
-7%
|
|
|
18
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.62M
|
+$601K
|
+21,502
|
+59%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.19M
|
+$129K
|
+4,627
|
+12%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.18M
|
+$1.18M
|
+42,200
|
New
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$905K
|
+$904K
|
+32,314
|
New
|
|
|
22
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$870K
|
+$354K
|
+12,657
|
+69%
|
|
|
23
|
Fiducient Advisors
Chicago,
Illinois
|
$735K
|
+$734K
|
+26,233
|
New
|
|
|
24
|
Avidian Wealth Enterprises
Houston,
Texas
|
$726K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$648K
|
-$1M
|
-35,921
|
-61%
|
|
