|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.76M
|
-$35K
|
-1,485
|
-0.5%
|
|
|
2
|
|
$4.91M
|
+$105K
|
+4,458
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.87M
|
+$2.75M
|
+116,697
|
+129%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.77M
|
+$625K
|
+26,496
|
+15%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.83M
|
+$460K
|
+19,507
|
+14%
|
|
|
6
|
|
$3.57M
|
+$403K
|
+17,083
|
+13%
|
|
|
7
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.44M
|
+$2.03M
|
+85,850
|
+141%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.58M
|
+$2.48M
|
+104,970
|
+2,086%
|
|
|
9
|
|
$2.05M
|
+$2.06M
|
+87,230
|
New
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2M
|
+$742K
|
+31,473
|
+58%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.97M
|
+$763K
|
+32,330
|
+63%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
+$145K
|
+6,164
|
+9%
|
|
|
13
|
CGN Advisors
Manhattan,
Kansas
|
$1.48M
|
-$718K
|
-30,449
|
-33%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.25M
|
+$542K
|
+22,960
|
+76%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$1.22M
|
+$273K
|
+11,589
|
+29%
|
|
|
16
|
Precedent Wealth Partners
Houston,
Texas
|
$1.16M
|
+$263K
|
+11,130
|
+29%
|
|
|
17
|
Farmers National Bank
Danville,
Kentucky
|
$1.13M
|
+$54.4K
|
+2,304
|
+5%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$991K
|
+$55.7K
|
+2,360
|
+6%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$933K
|
-$2.6K
|
-110
|
-0.3%
|
|
|
20
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$792K
|
+$796K
|
+33,749
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$715K
|
+$20K
|
+846
|
+3%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$697K
|
-$83.4K
|
-3,536
|
-11%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$668K
|
–
|
–
|
–
|
|
|
24
|
Sterling Financial Group
Pasadena,
California
|
$517K
|
-$1.63M
|
-68,889
|
-76%
|
|
|
25
|
Dover Advisors
Richmond,
Virginia
|
$514K
|
+$516K
|
+21,890
|
New
|
|
