|
1
|
Wells Fargo
San Francisco,
California
|
$8.71M
|
+$987K
|
+44,750
|
+13%
|
|
|
2
|
Insight Wealth Partners
Plano,
Texas
|
$4.18M
|
-$108K
|
-4,888
|
-3%
|
|
|
3
|
|
$4.16M
|
+$2.51M
|
+113,676
|
+150%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.88M
|
+$1.92M
|
+86,850
|
+197%
|
|
|
5
|
CGN Advisors
Manhattan,
Kansas
|
$1.93M
|
+$120K
|
+5,460
|
+7%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.57M
|
+$1.31M
|
+59,300
|
+478%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.57M
|
+$69.6K
|
+3,156
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.29M
|
-$278K
|
-12,617
|
-18%
|
|
|
9
|
Farmers National Bank
Danville,
Kentucky
|
$1.28M
|
+$4.96K
|
+225
|
+0.4%
|
|
|
10
|
|
$1.06M
|
-$492K
|
-22,312
|
-32%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$980K
|
+$70.3K
|
+3,188
|
+8%
|
|
|
12
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$967K
|
+$525K
|
+23,814
|
+118%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$726K
|
+$479K
|
+21,711
|
+192%
|
|
|
14
|
Flow Traders U.S.
New York
|
$720K
|
+$723K
|
+32,762
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$549K
|
+$550K
|
+24,938
|
New
|
|
|
16
|
Sterling Financial Group
Pasadena,
California
|
$536K
|
+$240K
|
+10,892
|
+81%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$493K
|
-$122K
|
-5,526
|
-20%
|
|
|
18
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$482K
|
+$82.6K
|
+3,747
|
+21%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$437K
|
+$40.2K
|
+1,821
|
+10%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$403K
|
+$98.1K
|
+4,446
|
+32%
|
|
|
21
|
|
$363K
|
-$97.1K
|
-4,401
|
-21%
|
|
|
22
|
Addison Advisors
Middlebury,
Vermont
|
$311K
|
+$313K
|
+14,175
|
New
|
|
|
23
|
Confluence Investment Management
St. Louis,
Missouri
|
$308K
|
+$5.67K
|
+257
|
+2%
|
|
|
24
|
Equitable Holdings
New York
|
$301K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$297K
|
+$298K
|
+13,511
|
New
|
|
