|
1
|
LPL Financial
San Diego,
California
|
$5.66M
|
+$1.7M
|
+80,300
|
+42%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.37M
|
-$186K
|
-8,802
|
-3%
|
|
|
3
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.32M
|
+$99.5K
|
+4,714
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$3.53M
|
+$23.2K
|
+1,101
|
+0.7%
|
|
|
5
|
|
$2.95M
|
+$786K
|
+37,236
|
+36%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.49M
|
–
|
–
|
–
|
|
|
7
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.48M
|
+$2.26M
|
+107,041
|
+930%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$2.09M
|
+$2.11M
|
+99,907
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1.65M
|
-$123K
|
-5,806
|
-7%
|
|
|
10
|
Precedent Wealth Partners
Houston,
Texas
|
$1.55M
|
+$66.9K
|
+3,171
|
+4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.53M
|
+$909K
|
+43,053
|
+143%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.36M
|
+$104K
|
+4,928
|
+8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
14
|
CGN Advisors
Manhattan,
Kansas
|
$1.22M
|
-$62K
|
-2,938
|
-5%
|
|
|
15
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.21M
|
+$36.4K
|
+1,726
|
+3%
|
|
|
16
|
Flow Traders U.S.
New York
|
$1.19M
|
+$1.2M
|
+56,714
|
New
|
|
|
17
|
Farmers National Bank
Danville,
Kentucky
|
$1.05M
|
+$1.06M
|
+50,257
|
New
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$1.03M
|
+$1.04M
|
+49,200
|
New
|
|
|
19
|
|
$1.03M
|
-$413K
|
-19,557
|
-28%
|
|
|
20
|
Sterling Financial Group
Pasadena,
California
|
$1M
|
+$10.6K
|
+500
|
+1%
|
|
|
21
|
|
$972K
|
+$195K
|
+9,238
|
+25%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$967K
|
+$607K
|
+28,746
|
+165%
|
|
|
23
|
Clark Asset Management
Stratham,
New Hampshire
|
$928K
|
+$130K
|
+6,135
|
+16%
|
|
|
24
|
MONECO Advisors
Fairfield,
Connecticut
|
$765K
|
+$263K
|
+12,481
|
+52%
|
|
|
25
|
Equitable Holdings
New York
|
$729K
|
+$63.6K
|
+3,013
|
+9%
|
|
