|
1
|
Wells Fargo
San Francisco,
California
|
$8.63M
|
+$1.59M
|
+72,140
|
+23%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.01M
|
+$644K
|
+29,244
|
+12%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.87M
|
+$5.55M
|
+252,367
|
+1,979%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
+$1.78M
|
+80,997
|
+71%
|
|
|
5
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.31M
|
+$98.7K
|
+4,484
|
+2%
|
|
|
6
|
|
$3.16M
|
+$282K
|
+12,829
|
+10%
|
|
|
7
|
Insight Wealth Partners
Plano,
Texas
|
$2.99M
|
-$24.6K
|
-1,119
|
-0.8%
|
|
|
8
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.54M
|
+$97.9K
|
+4,450
|
+4%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.43M
|
+$607K
|
+27,569
|
+34%
|
|
|
10
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.09M
|
-$84.4K
|
-3,835
|
-4%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.96M
|
-$887K
|
-40,279
|
-31%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.88M
|
+$32.9K
|
+1,494
|
+2%
|
|
|
13
|
|
$1.86M
|
+$494K
|
+22,463
|
+37%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$1.72M
|
+$187K
|
+8,486
|
+12%
|
|
|
15
|
Precedent Wealth Partners
Houston,
Texas
|
$1.58M
|
+$282K
|
+12,807
|
+22%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.46M
|
+$1.46M
|
+66,186
|
New
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$1.3M
|
-$1.08K
|
-49
|
-0.1%
|
|
|
18
|
Hills Bank & Trust
North Liberty,
Iowa
|
$1.26M
|
+$1.25M
|
+56,694
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.23M
|
+$1.22M
|
+55,307
|
New
|
|
|
20
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.22M
|
+$63K
|
+2,862
|
+5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$168K
|
+7,616
|
+17%
|
|
|
22
|
|
$1.1M
|
-$974K
|
-44,252
|
-47%
|
|
|
23
|
MONECO Advisors
Fairfield,
Connecticut
|
$978K
|
+$480K
|
+21,820
|
+98%
|
|
|
24
|
Clark Asset Management
Stratham,
New Hampshire
|
$919K
|
+$14.2K
|
+647
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$851K
|
+$106K
|
+4,808
|
+14%
|
|
