|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.65M
|
-$32.7K
|
-1,404
|
-0.5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.97M
|
+$3.03M
|
+130,018
|
+155%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.92M
|
+$210K
|
+9,015
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.86M
|
+$47.5K
|
+2,039
|
+1%
|
|
|
5
|
|
$4.72M
|
-$146K
|
-6,269
|
-3%
|
|
|
6
|
|
$4.08M
|
+$548K
|
+23,536
|
+15%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.91M
|
+$124K
|
+5,309
|
+3%
|
|
|
8
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.52M
|
+$108K
|
+4,618
|
+3%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.73M
|
+$178K
|
+7,645
|
+7%
|
|
|
10
|
|
$2.01M
|
-$20.3K
|
-871
|
-1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.91M
|
+$165K
|
+7,068
|
+9%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.8M
|
-$183K
|
-7,845
|
-9%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$1.37M
|
+$173K
|
+7,427
|
+14%
|
|
|
14
|
Precedent Wealth Partners
Houston,
Texas
|
$1.37M
|
+$219K
|
+9,418
|
+19%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$1.28M
|
-$183K
|
-7,868
|
-12%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.23M
|
-$4.28K
|
-184
|
-0.3%
|
|
|
17
|
Farmers National Bank
Danville,
Kentucky
|
$1.11M
|
-$1.26K
|
-54
|
-0.1%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.03M
|
+$45K
|
+1,934
|
+5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.01M
|
+$326K
|
+13,997
|
+47%
|
|
|
20
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$961K
|
+$177K
|
+7,623
|
+23%
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$776K
|
+$463K
|
+19,896
|
+147%
|
|
|
22
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$753K
|
+$754K
|
+32,406
|
New
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$752K
|
-$171K
|
-7,366
|
-19%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$696K
|
-$12.1K
|
-521
|
-2%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$661K
|
–
|
–
|
–
|
|
