|
1
|
|
$8.3M
|
+$7.88M
|
+350,570
|
+2,971%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.82M
|
+$5.66M
|
+251,825
|
+11,379%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$2.28M
|
+$2.24M
|
+99,524
|
New
|
|
|
4
|
|
$1.52M
|
+$261K
|
+11,613
|
+21%
|
|
|
5
|
CGN Advisors
Manhattan,
Kansas
|
$1.36M
|
+$402K
|
+17,889
|
+43%
|
|
|
6
|
|
$1.14M
|
+$1.12M
|
+49,882
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
+$343K
|
+15,238
|
+49%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$895K
|
+$879K
|
+39,070
|
New
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$863K
|
-$1.27M
|
-56,558
|
-60%
|
|
|
10
|
Farmers National Bank
Danville,
Kentucky
|
$863K
|
+$367K
|
+16,314
|
+76%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$777K
|
+$426K
|
+18,940
|
+126%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$687K
|
+$250K
|
+11,116
|
+59%
|
|
|
13
|
Equitable Holdings
New York
|
$637K
|
+$54.8K
|
+2,437
|
+10%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$621K
|
+$18.2K
|
+809
|
+3%
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$512K
|
+$437K
|
+19,446
|
+664%
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$482K
|
-$12.2K
|
-544
|
-3%
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$428K
|
+$420K
|
+18,695
|
New
|
|
|
18
|
Royal Harbor Partners
Houston,
Texas
|
$416K
|
-$85.7K
|
-3,810
|
-17%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$391K
|
+$131K
|
+5,836
|
+52%
|
|
|
20
|
WrapManager Inc
Mill Valley,
California
|
$352K
|
+$66.5K
|
+2,958
|
+24%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$334K
|
+$328K
|
+14,588
|
New
|
|
|
22
|
Sterling Financial Group
Pasadena,
California
|
$295K
|
+$290K
|
+12,900
|
New
|
|
|
23
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$279K
|
+$274K
|
+12,173
|
New
|
|
|
24
|
FOCUS Wealth Advisors
Houston,
Texas
|
$272K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$262K
|
+$55K
|
+2,446
|
+27%
|
|
