|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.23M
|
+$5.63M
|
+273,436
|
+1,871%
|
|
|
2
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.64M
|
+$197K
|
+9,585
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.72M
|
+$934K
|
+45,339
|
+56%
|
|
|
4
|
|
$2.28M
|
+$720K
|
+34,936
|
+50%
|
|
|
5
|
CGN Advisors
Manhattan,
Kansas
|
$2.26M
|
+$112K
|
+5,455
|
+6%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.91M
|
+$282K
|
+13,689
|
+18%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.84M
|
-$1.7M
|
-82,517
|
-49%
|
|
|
8
|
|
$1.35M
|
-$468K
|
-22,734
|
-27%
|
|
|
9
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.19M
|
-$62.6K
|
-3,040
|
-5%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.17M
|
+$1.12M
|
+54,240
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$1M
|
+48,605
|
New
|
|
|
12
|
Precedent Wealth Partners
Houston,
Texas
|
$814K
|
+$775K
|
+37,624
|
New
|
|
|
13
|
Farmers National Bank
Danville,
Kentucky
|
$732K
|
+$141K
|
+6,855
|
+25%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$677K
|
+$242K
|
+11,735
|
+60%
|
|
|
15
|
Sterling Financial Group
Pasadena,
California
|
$664K
|
–
|
–
|
–
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$584K
|
-$25.9K
|
-1,259
|
-4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$544K
|
+$126K
|
+6,111
|
+32%
|
|
|
18
|
Gradient Capital Advisors
San Diego,
California
|
$426K
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$381K
|
+$117K
|
+5,679
|
+48%
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$349K
|
-$15.3K
|
-745
|
-4%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$348K
|
+$332K
|
+16,100
|
New
|
|
|
22
|
|
$337K
|
+$255K
|
+12,397
|
+393%
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$332K
|
+$316K
|
+15,335
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$298K
|
+$97.4K
|
+4,731
|
+52%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$297K
|
+$283K
|
+13,737
|
New
|
|
