|
1
|
Wells Fargo
San Francisco,
California
|
$7.35M
|
-$1.05M
|
-44,623
|
-12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.3M
|
+$739K
|
+31,344
|
+11%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.65M
|
-$129K
|
-5,463
|
-2%
|
|
|
4
|
|
$5.17M
|
+$4.74M
|
+200,932
|
+1,070%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.8M
|
+$3.65M
|
+154,649
|
+2,238%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.84M
|
-$25K
|
-1,059
|
-0.9%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.72M
|
+$690K
|
+29,266
|
+34%
|
|
|
8
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.71M
|
+$217K
|
+9,220
|
+9%
|
|
|
9
|
|
$2.64M
|
+$85K
|
+3,605
|
+3%
|
|
|
10
|
|
$2.39M
|
-$9.5M
|
-402,949
|
-80%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.24M
|
+$25.6K
|
+1,086
|
+1%
|
|
|
12
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.15M
|
-$8.77K
|
-372
|
-0.4%
|
|
|
13
|
CGN Advisors
Manhattan,
Kansas
|
$1.96M
|
+$90.2K
|
+3,825
|
+5%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$1.86M
|
-$91.5K
|
-3,880
|
-5%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$1.82M
|
+$202K
|
+8,578
|
+12%
|
|
|
16
|
Farmers National Bank
Danville,
Kentucky
|
$1.56M
|
+$7.17K
|
+304
|
+0.5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
-$7.69K
|
-326
|
-0.5%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
+$230K
|
+9,764
|
+23%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.19M
|
+$11.7K
|
+494
|
+1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.16M
|
+$208K
|
+8,801
|
+22%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.1M
|
+$416K
|
+17,630
|
+60%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$1.06M
|
-$291K
|
-12,328
|
-21%
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$987K
|
+$520K
|
+22,047
|
+111%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$969K
|
–
|
–
|
–
|
|
|
25
|
Venture Visionary Partners
Sylvania,
Ohio
|
$967K
|
-$31.1K
|
-1,320
|
-3%
|
|
