|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.92M
|
-$68.8K
|
-3,269
|
-1%
|
|
|
2
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.2M
|
+$350K
|
+16,623
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.06M
|
+$319K
|
+15,180
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.64M
|
+$21.3K
|
+1,011
|
+0.8%
|
|
|
5
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.4M
|
+$547K
|
+25,975
|
+29%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$1.61M
|
+$398K
|
+18,895
|
+33%
|
|
|
7
|
|
$1.61M
|
-$127K
|
-6,045
|
-7%
|
|
|
8
|
|
$1.6M
|
-$901K
|
-42,806
|
-36%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.31M
|
-$189K
|
-8,989
|
-13%
|
|
|
10
|
CGN Advisors
Manhattan,
Kansas
|
$1.28M
|
-$184K
|
-8,731
|
-13%
|
|
|
11
|
Precedent Wealth Partners
Houston,
Texas
|
$1.21M
|
+$188K
|
+8,932
|
+18%
|
|
|
12
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.06M
|
+$259K
|
+12,333
|
+32%
|
|
|
13
|
Sterling Financial Group
Pasadena,
California
|
$994K
|
-$7.36K
|
-350
|
-0.7%
|
|
|
14
|
Farmers National Bank
Danville,
Kentucky
|
$860K
|
+$54.4K
|
+2,586
|
+7%
|
|
|
15
|
Venture Visionary Partners
Sylvania,
Ohio
|
$843K
|
-$39.4K
|
-1,874
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$701K
|
+$135K
|
+6,432
|
+24%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$670K
|
+$66.7K
|
+3,171
|
+11%
|
|
|
18
|
Equitable Holdings
New York
|
$668K
|
-$63.4K
|
-3,013
|
-9%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$618K
|
+$39.3K
|
+1,870
|
+7%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$613K
|
+$84.8K
|
+4,031
|
+16%
|
|
|
21
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$534K
|
–
|
–
|
–
|
|
|
22
|
Clark Asset Management
Stratham,
New Hampshire
|
$526K
|
+$258K
|
+12,257
|
+95%
|
|
|
23
|
|
$495K
|
+$35.6K
|
+1,691
|
+8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$475K
|
+$102K
|
+4,851
|
+27%
|
|
|
25
|
Gradient Capital Advisors
San Diego,
California
|
$413K
|
–
|
–
|
–
|
|
