|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.09M
|
-$49.3K
|
-2,296
|
-0.8%
|
|
|
2
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.92M
|
+$343K
|
+15,984
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.78M
|
+$1.76M
|
+82,000
|
+169%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.66M
|
-$20K
|
-932
|
-0.7%
|
|
|
5
|
|
$2.54M
|
+$1.22M
|
+56,715
|
+91%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.88M
|
–
|
–
|
–
|
|
|
7
|
|
$1.77M
|
-$481K
|
-22,424
|
-21%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.52M
|
-$289K
|
-13,455
|
-16%
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
$1.49M
|
-$741K
|
-34,532
|
-33%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.24M
|
+$83.4K
|
+3,888
|
+7%
|
|
|
11
|
Precedent Wealth Partners
Houston,
Texas
|
$1.04M
|
+$237K
|
+11,056
|
+29%
|
|
|
12
|
Sterling Financial Group
Pasadena,
California
|
$1.02M
|
+$367K
|
+17,118
|
+56%
|
|
|
13
|
Venture Visionary Partners
Sylvania,
Ohio
|
$897K
|
-$278K
|
-12,954
|
-24%
|
|
|
14
|
Farmers National Bank
Danville,
Kentucky
|
$820K
|
+$99.8K
|
+4,650
|
+14%
|
|
|
15
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$812K
|
+$147K
|
+6,839
|
+22%
|
|
|
16
|
Equitable Holdings
New York
|
$744K
|
+$749K
|
+34,896
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$613K
|
+$375K
|
+17,466
|
+154%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$589K
|
+$53.6K
|
+2,496
|
+10%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$576K
|
+$202K
|
+9,407
|
+53%
|
|
|
20
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$543K
|
+$547K
|
+25,466
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$537K
|
-$38.5K
|
-1,793
|
-7%
|
|
|
22
|
|
$467K
|
+$137K
|
+6,362
|
+41%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$456K
|
+$459K
|
+21,395
|
New
|
|
|
24
|
Gradient Capital Advisors
San Diego,
California
|
$420K
|
–
|
–
|
–
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$412K
|
+$68.2K
|
+3,180
|
+20%
|
|
