|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
7,56 Mio. $
|
-2,5 Mio. $
|
-119.320
|
-25 %
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
7,03 Mio. $
|
+673.256 $
|
+32.078
|
+11 %
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
6,1 Mio. $
|
-431.263 $
|
-20.548
|
-7 %
|
|
|
4
|
LPL Financial
San Diego,
California
|
6,05 Mio. $
|
+693.762 $
|
+33.055
|
+13 %
|
|
|
5
|
|
5,81 Mio. $
|
+415.837 $
|
+19.813
|
+8 %
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
5,29 Mio. $
|
+392.205 $
|
+18.687
|
+8 %
|
|
|
7
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
5,04 Mio. $
|
+1,09 Mio. $
|
+51.741
|
+27 %
|
|
|
8
|
Precedent Wealth Partners
Houston,
Texas
|
4,53 Mio. $
|
+294.652 $
|
+14.039
|
+7 %
|
|
|
9
|
|
4,3 Mio. $
|
+1.931 $
|
+92
|
+0 %
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
4,18 Mio. $
|
+133.631 $
|
+6.367
|
+3 %
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
4,11 Mio. $
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
4,05 Mio. $
|
-864.269 $
|
-41.179
|
-18 %
|
|
|
13
|
Central Valley Advisors
Sacramento,
California
|
3,8 Mio. $
|
-153.444 $
|
-7.311
|
-4 %
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
3,21 Mio. $
|
-1,48 Mio. $
|
-70.401
|
-32 %
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
3,1 Mio. $
|
+126.936 $
|
+6.048
|
+4 %
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
2,92 Mio. $
|
+99.316 $
|
+4.732
|
+4 %
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
2,55 Mio. $
|
+1,28 Mio. $
|
+61.176
|
+101 %
|
|
|
18
|
Envision Financial Planning
Memphis,
Tennessee
|
2,47 Mio. $
|
+158.313 $
|
+7.543
|
+7 %
|
|
|
19
|
Cary Street Partners
Richmond,
Virginia
|
2,3 Mio. $
|
+727.028 $
|
+34.640
|
+46 %
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
2,27 Mio. $
|
-2.770 $
|
-132
|
-0,1 %
|
|
|
21
|
Clark Asset Management
Stratham,
New Hampshire
|
2,23 Mio. $
|
+278.050 $
|
+13.248
|
+14 %
|
|
|
22
|
Parkway Wealth Management
Plano,
Texas
|
2,21 Mio. $
|
+67.876 $
|
+3.234
|
+3 %
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
2,02 Mio. $
|
+103.031 $
|
+4.909
|
+5 %
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
1,99 Mio. $
|
+812.218 $
|
+38.699
|
+69 %
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
1,97 Mio. $
|
+259.413 $
|
+12.360
|
+15 %
|
|
