|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
$756万
|
-$250万
|
-119,320
|
-25%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$703万
|
+$67.3万
|
+32,078
|
+11%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$610万
|
-$43.1万
|
-20,548
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$605万
|
+$69.4万
|
+33,055
|
+13%
|
|
|
5
|
|
$581万
|
+$41.6万
|
+19,813
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$529万
|
+$39.2万
|
+18,687
|
+8%
|
|
|
7
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$504万
|
+$109万
|
+51,741
|
+27%
|
|
|
8
|
Precedent Wealth Partners
Houston,
Texas
|
$453万
|
+$29.5万
|
+14,039
|
+7%
|
|
|
9
|
|
$430万
|
+$1,931
|
+92
|
+0%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$418万
|
+$13.4万
|
+6,367
|
+3%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$411万
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$405万
|
-$86.4万
|
-41,179
|
-18%
|
|
|
13
|
Central Valley Advisors
Sacramento,
California
|
$380万
|
-$15.3万
|
-7,311
|
-4%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$321万
|
-$148万
|
-70,401
|
-32%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$310万
|
+$12.7万
|
+6,048
|
+4%
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
$292万
|
+$9.9万
|
+4,732
|
+4%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$255万
|
+$128万
|
+61,176
|
+101%
|
|
|
18
|
Envision Financial Planning
Memphis,
Tennessee
|
$247万
|
+$15.8万
|
+7,543
|
+7%
|
|
|
19
|
Cary Street Partners
Richmond,
Virginia
|
$230万
|
+$72.7万
|
+34,640
|
+46%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$227万
|
-$2,770
|
-132
|
-0.1%
|
|
|
21
|
Clark Asset Management
Stratham,
New Hampshire
|
$223万
|
+$27.8万
|
+13,248
|
+14%
|
|
|
22
|
Parkway Wealth Management
Plano,
Texas
|
$221万
|
+$6.79万
|
+3,234
|
+3%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$202万
|
+$10.3万
|
+4,909
|
+5%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$199万
|
+$81.2万
|
+38,699
|
+69%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$197万
|
+$25.9万
|
+12,360
|
+15%
|
|
