|
1
|
Wells Fargo
San Francisco,
California
|
$8.87M
|
+$1.71M
|
+72,973
|
+23%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.7M
|
+$563K
|
+24,113
|
+8%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.48M
|
-$42K
|
-1,796
|
-0.7%
|
|
|
4
|
|
$4.22M
|
-$840K
|
-35,958
|
-16%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.78M
|
+$118K
|
+5,033
|
+4%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.73M
|
-$50.7K
|
-2,168
|
-2%
|
|
|
7
|
|
$2.67M
|
+$85K
|
+3,638
|
+3%
|
|
|
8
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.58M
|
-$75K
|
-3,211
|
-3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.53M
|
-$1.2M
|
-51,496
|
-32%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.28M
|
+$87K
|
+3,723
|
+4%
|
|
|
11
|
|
$2.26M
|
-$70.1K
|
-2,999
|
-3%
|
|
|
12
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.07M
|
-$35.8K
|
-1,532
|
-2%
|
|
|
13
|
CGN Advisors
Manhattan,
Kansas
|
$2.04M
|
+$127K
|
+5,454
|
+7%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$1.85M
|
+$67.5K
|
+2,889
|
+4%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.67M
|
+$166K
|
+7,104
|
+11%
|
|
|
16
|
Farmers National Bank
Danville,
Kentucky
|
$1.61M
|
+$92.4K
|
+3,952
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.54M
|
+$412K
|
+17,615
|
+36%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42M
|
+$726K
|
+31,058
|
+102%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.35M
|
+$270K
|
+11,550
|
+25%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.24M
|
+$38.5K
|
+1,647
|
+3%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.24M
|
+$751K
|
+32,147
|
+149%
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.09M
|
+$131K
|
+5,599
|
+13%
|
|
|
23
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$948K
|
–
|
–
|
–
|
|
|
24
|
Venture Visionary Partners
Sylvania,
Ohio
|
$902K
|
-$43.8K
|
-1,875
|
-5%
|
|
|
25
|
Astoria Portfolio Advisors
New York
|
$856K
|
+$119K
|
+5,082
|
+16%
|
|
