|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$173M
|
+$40.4M
|
+1,470,927
|
+31%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$867K
|
+31,578
|
+4%
|
|
|
3
|
Act Wealth Management
Plano,
Texas
|
$22.6M
|
+$571K
|
+20,811
|
+3%
|
|
|
4
|
Lake Point Wealth Management
Rockwall,
Texas
|
$14.9M
|
+$8.82M
|
+321,508
|
+140%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.2M
|
+$4.19M
|
+152,690
|
+41%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$13.6M
|
+$5.07M
|
+184,843
|
+58%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$13.4M
|
+$454K
|
+16,550
|
+3%
|
|
|
8
|
|
$12.8M
|
-$1.66M
|
-60,362
|
-11%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.3M
|
+$11.2M
|
+408,917
|
+4,672%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.05M
|
+$228K
|
+8,294
|
+3%
|
|
|
11
|
Farmers National Bank
Danville,
Kentucky
|
$8.11M
|
-$152K
|
-5,533
|
-2%
|
|
|
12
|
Archvest Wealth Advisors
Concord,
California
|
$7.53M
|
+$559K
|
+20,359
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.77M
|
-$283K
|
-10,303
|
-4%
|
|
|
14
|
Kendall Capital Management
Rockville,
Maryland
|
$5.68M
|
+$618K
|
+22,516
|
+12%
|
|
|
15
|
VeraBank
Henderson,
Texas
|
$5.04M
|
+$249K
|
+9,066
|
+5%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$4.92M
|
-$3.24M
|
-118,037
|
-39%
|
|
|
17
|
Wealth Architects
Mountain View,
California
|
$3.17M
|
+$2.74K
|
+100
|
+0.1%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$3.02M
|
+$62.7M
|
+2,283,495
|
+26%
|
|
|
19
|
Benedetti & Gucer
Atlanta,
Georgia
|
$2.94M
|
+$2.98M
|
+108,497
|
New
|
|
|
20
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$2.89M
|
-$2.82M
|
-102,704
|
-49%
|
|
|
21
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$2.83M
|
-$10.1M
|
-368,707
|
-78%
|
|
|
22
|
Kaizen Financial Strategies
Campbell,
California
|
$2.62M
|
+$105K
|
+3,817
|
+4%
|
|
|
23
|
Flow Traders U.S.
New York
|
$2.11M
|
+$2.13M
|
+77,672
|
New
|
|
|
24
|
|
$2.01M
|
-$12.9M
|
-468,322
|
-86%
|
|
|
25
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.97M
|
+$160K
|
+5,816
|
+9%
|
|
