|
1
|
Wells Fargo
San Francisco,
California
|
$8.7M
|
+$1.39M
|
+61,055
|
+18%
|
|
|
2
|
|
$2.39M
|
-$9.36M
|
-411,274
|
-79%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.32M
|
+$2.39M
|
+105,044
|
New
|
|
|
4
|
CGN Advisors
Manhattan,
Kansas
|
$2M
|
+$144K
|
+6,329
|
+8%
|
|
|
5
|
|
$1.83M
|
+$88K
|
+3,868
|
+5%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.58M
|
+$128K
|
+5,622
|
+9%
|
|
|
7
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.52M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$353K
|
+15,506
|
+33%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.05M
|
+$147K
|
+6,442
|
+16%
|
|
|
10
|
Farmers National Bank
Danville,
Kentucky
|
$993K
|
+$91.7K
|
+4,032
|
+10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$868K
|
+$157K
|
+6,898
|
+21%
|
|
|
12
|
Equitable Holdings
New York
|
$798K
|
-$44.8K
|
-1,971
|
-5%
|
|
|
13
|
|
$724K
|
-$27.4K
|
-1,206
|
-4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$705K
|
+$97.7K
|
+4,295
|
+16%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$654K
|
+$192K
|
+8,435
|
+40%
|
|
|
16
|
Sterling Financial Group
Pasadena,
California
|
$621K
|
+$102K
|
+4,470
|
+19%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$584K
|
+$141K
|
+6,206
|
+31%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$551K
|
+$38.5K
|
+1,690
|
+7%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$521K
|
+$11.9K
|
+523
|
+2%
|
|
|
20
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$508K
|
+$38.9K
|
+1,711
|
+8%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$443K
|
+$46.4K
|
+2,038
|
+11%
|
|
|
22
|
Royal Harbor Partners
Houston,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$346K
|
–
|
–
|
–
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$343K
|
–
|
–
|
–
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$323K
|
+$67.5K
|
+2,965
|
+25%
|
|
