|
1
|
|
$22.1M
|
+$20.1M
|
+865,440
|
+1,110%
|
|
|
2
|
Hills Bank & Trust
North Liberty,
Iowa
|
$15.2M
|
+$608K
|
+26,163
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$172K
|
+7,419
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.9M
|
+$645K
|
+27,739
|
+10%
|
|
|
5
|
|
$6.82M
|
+$367K
|
+15,785
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.72M
|
+$629K
|
+27,076
|
+10%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$5.8M
|
-$485K
|
-20,869
|
-8%
|
|
|
8
|
|
$5.64M
|
-$99.5K
|
-4,281
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.39M
|
+$1.24M
|
+53,333
|
+30%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.29M
|
+$647K
|
+27,846
|
+14%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$5.09M
|
+$487K
|
+20,967
|
+10%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.59M
|
+$662K
|
+28,476
|
+17%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$4.59M
|
-$41.7K
|
-1,794
|
-0.9%
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.39M
|
+$316K
|
+13,592
|
+8%
|
|
|
15
|
Central Valley Advisors
Sacramento,
California
|
$4.06M
|
-$319K
|
-13,713
|
-7%
|
|
|
16
|
Precedent Wealth Partners
Houston,
Texas
|
$3.83M
|
+$299K
|
+12,852
|
+8%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.69M
|
-$211K
|
-9,075
|
-5%
|
|
|
18
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.53M
|
+$463K
|
+19,899
|
+15%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.12M
|
+$522K
|
+22,449
|
+20%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.73M
|
+$563K
|
+24,218
|
+26%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.55M
|
-$225K
|
-9,696
|
-8%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.54M
|
+$445K
|
+19,138
|
+21%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
+$216K
|
+9,279
|
+9%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
25
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.4M
|
+$2.43M
|
+104,378
|
New
|
|
