|
1
|
|
$12.1M
|
+$1.67M
|
+71,096
|
+16%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.14M
|
+$66.9K
|
+2,844
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.06M
|
+$862K
|
+36,613
|
+17%
|
|
|
4
|
|
$3.59M
|
+$2.23M
|
+94,851
|
+166%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.88M
|
+$1.93M
|
+81,938
|
+206%
|
|
|
6
|
|
$1.89M
|
+$750K
|
+31,848
|
+66%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$1.84M
|
+$440K
|
+18,687
|
+32%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
-$193K
|
-8,213
|
-13%
|
|
|
9
|
Farmers National Bank
Danville,
Kentucky
|
$1.09M
|
+$17.2K
|
+731
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
+$6.57K
|
+279
|
+0.6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$940K
|
+$936K
|
+39,748
|
New
|
|
|
12
|
Legacy Private Trust
Neenah,
Wisconsin
|
$783K
|
+$779K
|
+33,075
|
New
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$749K
|
+$745K
|
+31,669
|
New
|
|
|
14
|
Venture Visionary Partners
Sylvania,
Ohio
|
$748K
|
+$96.5K
|
+4,100
|
+15%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$715K
|
-$11.4K
|
-484
|
-2%
|
|
|
16
|
Key Financial Inc
West Chester,
Pennsylvania
|
$482K
|
+$346K
|
+14,700
|
+259%
|
|
|
17
|
Royal Harbor Partners
Houston,
Texas
|
$469K
|
–
|
–
|
–
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$442K
|
+$11.8K
|
+500
|
+3%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$439K
|
+$436K
|
+18,529
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$422K
|
+$46.9K
|
+1,993
|
+13%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$334K
|
-$1.32K
|
-56
|
-0.4%
|
|
|
22
|
Sterling Financial Group
Pasadena,
California
|
$299K
|
–
|
–
|
–
|
|
|
23
|
Horizons Wealth Management
Asheville,
North Carolina
|
$287K
|
+$56.1K
|
+2,382
|
+24%
|
|
|
24
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$230K
|
+$229K
|
+9,734
|
New
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$230K
|
+$229K
|
+9,713
|
New
|
|
