|
1
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$2.31M
|
-99,781
|
-18%
|
|
|
2
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.78M
|
+$9.85M
|
+426,234
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$7.16M
|
+$694K
|
+30,004
|
+11%
|
|
|
4
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.1M
|
+$1.09M
|
+47,285
|
+18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.3M
|
+$108K
|
+4,659
|
+3%
|
|
|
6
|
|
$4.29M
|
+$1.21M
|
+52,211
|
+39%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.01M
|
+$1.01M
|
+43,706
|
+33%
|
|
|
8
|
|
$3.18M
|
+$1.24M
|
+53,779
|
+63%
|
|
|
9
|
|
$3.18M
|
+$169K
|
+7,304
|
+6%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.12M
|
+$766K
|
+33,115
|
+32%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.11M
|
+$627K
|
+27,134
|
+25%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$3.05M
|
+$3.08M
|
+133,069
|
New
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.97M
|
+$1.2M
|
+52,048
|
+67%
|
|
|
14
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.67M
|
+$228K
|
+9,850
|
+9%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$2.57M
|
+$148K
|
+6,401
|
+6%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.53M
|
-$143K
|
-6,207
|
-5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.11M
|
+$1.19M
|
+51,584
|
+127%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.1M
|
+$485K
|
+20,988
|
+30%
|
|
|
19
|
Sterling Financial Group
Pasadena,
California
|
$2.09M
|
-$93.1K
|
-4,027
|
-4%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$1.69M
|
-$93.2K
|
-4,031
|
-5%
|
|
|
21
|
Precedent Wealth Partners
Houston,
Texas
|
$1.67M
|
+$62.7K
|
+2,714
|
+4%
|
|
|
22
|
|
$1.56M
|
+$1.57M
|
+68,028
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.5M
|
+$442K
|
+19,139
|
+42%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$1.35M
|
+$1.36M
|
+58,900
|
New
|
|
|
25
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.28M
|
+$341K
|
+14,770
|
+36%
|
|
