|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.23M
|
-$62.8K
|
-2,702
|
-1%
|
|
|
2
|
|
$5.14M
|
+$1.57M
|
+67,740
|
+46%
|
|
|
3
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.82M
|
+$3.72M
|
+160,075
|
+384%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.26M
|
+$394K
|
+16,940
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.9M
|
+$291K
|
+12,508
|
+8%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.18M
|
+$1.42M
|
+61,003
|
+85%
|
|
|
7
|
|
$3.18M
|
+$353K
|
+15,210
|
+13%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.73M
|
+$39.6K
|
+1,706
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.53M
|
+$139K
|
+5,987
|
+6%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.49M
|
+$681K
|
+29,316
|
+39%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$2.34M
|
+$110K
|
+4,752
|
+5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$2.31M
|
+$221K
|
+9,530
|
+11%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.21M
|
+$1.13M
|
+48,800
|
+112%
|
|
|
14
|
Sterling Financial Group
Pasadena,
California
|
$2.15M
|
-$861K
|
-37,065
|
-29%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.93M
|
+$128K
|
+5,497
|
+7%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$1.39M
|
+$38.8K
|
+1,668
|
+3%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.28M
|
+$1.25M
|
+53,627
|
New
|
|
|
18
|
|
$1.26M
|
-$407K
|
-17,513
|
-25%
|
|
|
19
|
Fortress Wealth Management
Culver City,
California
|
$1.2M
|
+$1.17M
|
+50,234
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
+$113K
|
+4,844
|
+11%
|
|
|
21
|
Farmers National Bank
Danville,
Kentucky
|
$1.07M
|
+$50.4K
|
+2,169
|
+5%
|
|
|
22
|
Astoria Portfolio Advisors
New York
|
$1.02M
|
+$996K
|
+42,874
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$955K
|
+$929K
|
+39,967
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$944K
|
+$123K
|
+5,303
|
+16%
|
|
|
25
|
Precedent Wealth Partners
Houston,
Texas
|
$923K
|
+$897K
|
+38,616
|
New
|
|
