|
1
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$1.11M
|
+48,357
|
+11%
|
|
|
2
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.29M
|
+$261K
|
+11,380
|
+4%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.35M
|
+$2.87M
|
+124,926
|
+113%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.85M
|
+$888K
|
+38,654
|
+22%
|
|
|
5
|
|
$4.81M
|
+$558K
|
+24,308
|
+13%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.72M
|
+$466K
|
+20,261
|
+11%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$4.68M
|
+$4.73M
|
+205,822
|
New
|
|
|
8
|
Central Valley Advisors
Sacramento,
California
|
$4.35M
|
+$4.39M
|
+191,098
|
New
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.05M
|
-$5.7M
|
-248,082
|
-58%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.78M
|
+$851K
|
+37,048
|
+29%
|
|
|
11
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.43M
|
+$334K
|
+14,516
|
+11%
|
|
|
12
|
|
$3.32M
|
+$170K
|
+7,402
|
+5%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.32M
|
+$295K
|
+12,833
|
+10%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.29M
|
+$203K
|
+8,838
|
+7%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.13M
|
+$2.05M
|
+89,215
|
+185%
|
|
|
16
|
VestGen Advisors
Inverness,
Illinois
|
$3.01M
|
+$3.04M
|
+132,258
|
New
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.97M
|
-$4.16M
|
-181,107
|
-58%
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.65M
|
–
|
–
|
–
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$2.58M
|
+$34.7K
|
+1,512
|
+1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.58M
|
+$487K
|
+21,198
|
+23%
|
|
|
21
|
Precedent Wealth Partners
Houston,
Texas
|
$2.49M
|
+$837K
|
+36,421
|
+50%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$240K
|
+10,434
|
+11%
|
|
|
23
|
Sterling Financial Group
Pasadena,
California
|
$2.11M
|
+$46.8K
|
+2,037
|
+2%
|
|
|
24
|
|
$2.07M
|
-$1.1M
|
-47,730
|
-34%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.02M
|
+$546K
|
+23,762
|
+36%
|
|
