|
1
|
|
$11.7M
|
+$10.9M
|
+471,007
|
+1,836%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.32M
|
+$6.23M
|
+268,583
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.11M
|
+$3.56M
|
+153,760
|
+727%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.44M
|
+$1.07M
|
+46,244
|
+46%
|
|
|
5
|
Sterling Financial Group
Pasadena,
California
|
$2.09M
|
+$2.06M
|
+88,791
|
New
|
|
|
6
|
|
$1.73M
|
+$1.36M
|
+58,828
|
+403%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$1.38M
|
+$404K
|
+17,425
|
+42%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$955K
|
+$357K
|
+15,421
|
+61%
|
|
|
9
|
Farmers National Bank
Danville,
Kentucky
|
$828K
|
+$579K
|
+24,988
|
+245%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$759K
|
+$34.4K
|
+1,486
|
+5%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$744K
|
+$733K
|
+31,624
|
New
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$735K
|
+$283K
|
+12,223
|
+65%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$709K
|
+$37.9K
|
+1,635
|
+6%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$654K
|
+$644K
|
+27,795
|
New
|
|
|
15
|
S.C. Financial Services
Scottsdale,
Arizona
|
$564K
|
+$555K
|
+23,960
|
New
|
|
|
16
|
Royal Harbor Partners
Houston,
Texas
|
$465K
|
-$87.7K
|
-3,785
|
-16%
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$434K
|
+$427K
|
+18,436
|
New
|
|
|
18
|
|
$419K
|
-$2.69M
|
-115,926
|
-87%
|
|
|
19
|
Claro Advisors
Boston,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$354K
|
+$349K
|
+15,063
|
New
|
|
|
21
|
Paulson Wealth Management
Wheaton,
Illinois
|
$332K
|
+$327K
|
+14,119
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$310K
|
–
|
–
|
–
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$304K
|
+$88.1K
|
+3,800
|
+42%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$300K
|
+$296K
|
+12,772
|
New
|
|
|
25
|
TLWM Financial
San Antonio,
Texas
|
$246K
|
+$243K
|
+10,477
|
New
|
|
