|
1
|
|
$9.98M
|
+$1.5M
|
+64,552
|
+18%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.8M
|
+$853K
|
+36,747
|
+14%
|
|
|
3
|
|
$3.96M
|
+$2.38M
|
+102,620
|
+154%
|
|
|
4
|
|
$1.9M
|
+$726K
|
+31,278
|
+63%
|
|
|
5
|
CGN Advisors
Manhattan,
Kansas
|
$1.83M
|
+$438K
|
+18,877
|
+32%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.24M
|
+$326K
|
+14,020
|
+36%
|
|
|
7
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$962K
|
+$466K
|
+20,083
|
+95%
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$912K
|
+$29.9K
|
+1,286
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$871K
|
+$76.7K
|
+3,303
|
+10%
|
|
|
10
|
Equitable Holdings
New York
|
$716K
|
+$65.2K
|
+2,808
|
+10%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$651K
|
-$49.7K
|
-2,141
|
-7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$611K
|
-$22.5K
|
-969
|
-4%
|
|
|
13
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$432K
|
-$4.83K
|
-208
|
-1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$432K
|
+$164K
|
+7,047
|
+62%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$430K
|
+$88K
|
+3,788
|
+26%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$427K
|
+$28.5K
|
+1,229
|
+7%
|
|
|
17
|
Royal Harbor Partners
Houston,
Texas
|
$425K
|
–
|
–
|
–
|
|
|
18
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$413K
|
+$128K
|
+5,490
|
+45%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$362K
|
+$360K
|
+15,489
|
New
|
|
|
20
|
WrapManager Inc
Mill Valley,
California
|
$354K
|
-$5.95K
|
-256
|
-2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$335K
|
+$333K
|
+14,356
|
New
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$323K
|
+$321K
|
+13,800
|
New
|
|
|
23
|
Confluence Investment Management
St. Louis,
Missouri
|
$306K
|
-$571K
|
-24,600
|
-65%
|
|
|
24
|
Sterling Financial Group
Pasadena,
California
|
$295K
|
–
|
–
|
–
|
|
|
25
|
FOCUS Wealth Advisors
Houston,
Texas
|
$278K
|
–
|
–
|
–
|
|
