|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$131M
|
-$3.94M
|
-140,821
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$4.11M
|
+146,879
|
+21%
|
|
|
3
|
Act Wealth Management
Plano,
Texas
|
$22.8M
|
+$1.09M
|
+38,942
|
+5%
|
|
|
4
|
|
$15.2M
|
+$13.5M
|
+481,764
|
+794%
|
|
|
5
|
|
$14.9M
|
+$330K
|
+11,798
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$13.4M
|
+$12.1M
|
+432,523
|
+949%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.3M
|
+$479K
|
+17,118
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$5.48M
|
+195,612
|
+112%
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.12M
|
+$462K
|
+16,497
|
+5%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$8.91M
|
+$7.31K
|
+261
|
+0.1%
|
|
|
11
|
Farmers National Bank
Danville,
Kentucky
|
$8.54M
|
+$874K
|
+31,197
|
+11%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$8.4M
|
-$1.4M
|
-49,869
|
-14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.29M
|
+$122K
|
+4,369
|
+2%
|
|
|
14
|
Archvest Wealth Advisors
Concord,
California
|
$7.21M
|
+$7.21M
|
+257,311
|
New
|
|
|
15
|
Lake Point Wealth Management
Rockwall,
Texas
|
$6.42M
|
+$6.42M
|
+229,130
|
New
|
|
|
16
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.87M
|
+$633K
|
+22,608
|
+12%
|
|
|
17
|
Kendall Capital Management
Rockville,
Maryland
|
$5.24M
|
+$1.34M
|
+47,663
|
+34%
|
|
|
18
|
VeraBank
Henderson,
Texas
|
$4.96M
|
+$139K
|
+4,966
|
+3%
|
|
|
19
|
Wealth Architects
Mountain View,
California
|
$3.28M
|
+$527K
|
+18,805
|
+19%
|
|
|
20
|
Kaizen Financial Strategies
Campbell,
California
|
$2.6M
|
+$236K
|
+8,421
|
+10%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$2.48M
|
+$1.96M
|
+70,125
|
+0.8%
|
|
|
22
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.87M
|
+$193K
|
+6,885
|
+12%
|
|
|
23
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$1.67M
|
+$434K
|
+15,485
|
+35%
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.49M
|
+$428K
|
+15,294
|
+40%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
+$285K
|
+10,165
|
+25%
|
|
