|
1
|
Wells Fargo
San Francisco,
California
|
$7.82M
|
+$923K
|
+41,814
|
+13%
|
|
|
2
|
Insight Wealth Partners
Plano,
Texas
|
$4.34M
|
+$7.68K
|
+348
|
+0.2%
|
|
|
3
|
CGN Advisors
Manhattan,
Kansas
|
$1.83M
|
+$433K
|
+19,608
|
+31%
|
|
|
4
|
|
$1.68M
|
-$2.57M
|
-116,521
|
-61%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.58M
|
-$104K
|
-4,705
|
-6%
|
|
|
6
|
|
$1.57M
|
+$549K
|
+24,883
|
+54%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.52M
|
+$1.51M
|
+68,314
|
New
|
|
|
8
|
Farmers National Bank
Danville,
Kentucky
|
$1.29M
|
+$19.8K
|
+897
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$980K
|
+$475K
|
+21,501
|
+95%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$921K
|
+$438K
|
+19,830
|
+92%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$622K
|
-$19.1K
|
-866
|
-3%
|
|
|
12
|
|
$466K
|
-$603K
|
-27,340
|
-57%
|
|
|
13
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$449K
|
+$9.91K
|
+449
|
+2%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$404K
|
+$117K
|
+5,323
|
+41%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$402K
|
+$29.4K
|
+1,330
|
+8%
|
|
|
16
|
FOCUS Wealth Advisors
Houston,
Texas
|
$335K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$309K
|
+$81.7K
|
+3,701
|
+36%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$306K
|
+$54.6K
|
+2,472
|
+22%
|
|
|
19
|
Equitable Holdings
New York
|
$305K
|
–
|
–
|
–
|
|
|
20
|
Sterling Financial Group
Pasadena,
California
|
$293K
|
–
|
–
|
–
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$276K
|
+$274K
|
+12,400
|
New
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$252K
|
+$250K
|
+11,325
|
New
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$228K
|
+$19.5K
|
+885
|
+9%
|
|
|
24
|
Clark Asset Management
Stratham,
New Hampshire
|
$216K
|
+$1.43K
|
+65
|
+0.7%
|
|
|
25
|
Gradient Capital Advisors
San Diego,
California
|
$209K
|
–
|
–
|
–
|
|
