|
1
|
Wells Fargo
San Francisco,
California
|
$9.25M
|
+$998K
|
+46,111
|
+12%
|
|
|
2
|
Insight Wealth Partners
Plano,
Texas
|
$3.58M
|
-$409K
|
-18,871
|
-10%
|
|
|
3
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.18M
|
+$3.29M
|
+152,159
|
New
|
|
|
4
|
|
$3.01M
|
-$977K
|
-45,110
|
-24%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.81M
|
+$76.2K
|
+3,519
|
+3%
|
|
|
6
|
CGN Advisors
Manhattan,
Kansas
|
$1.99M
|
+$160K
|
+7,391
|
+8%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$1.74M
|
+$253K
|
+11,683
|
+16%
|
|
|
8
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
9
|
Farmers National Bank
Danville,
Kentucky
|
$1.31M
|
+$98.7K
|
+4,560
|
+8%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.29M
|
+$623K
|
+28,771
|
+87%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
+$11.5K
|
+533
|
+0.9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$140K
|
+6,484
|
+15%
|
|
|
13
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.06M
|
+$146K
|
+6,745
|
+15%
|
|
|
14
|
|
$850K
|
-$166K
|
-7,661
|
-16%
|
|
|
15
|
Sterling Financial Group
Pasadena,
California
|
$617K
|
+$111K
|
+5,125
|
+21%
|
|
|
16
|
Flow Traders U.S.
New York
|
$599K
|
-$88.5K
|
-4,088
|
-12%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$552K
|
+$175K
|
+8,098
|
+44%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$546K
|
+$79.3K
|
+3,664
|
+16%
|
|
|
19
|
Equitable Holdings
New York
|
$526K
|
+$249K
|
+11,500
|
+84%
|
|
|
20
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$503K
|
+$46.3K
|
+2,139
|
+10%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$452K
|
+$37.5K
|
+1,734
|
+9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$394K
|
+$116K
|
+5,356
|
+40%
|
|
|
23
|
Addison Advisors
Middlebury,
Vermont
|
$348K
|
+$54K
|
+2,495
|
+18%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$294K
|
+$498
|
+23
|
+0.2%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$251K
|
+$11K
|
+506
|
+4%
|
|
