|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.48M
|
-$594K
|
-24,244
|
-7%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$6.91M
|
-$114K
|
-4,641
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.88M
|
+$734K
|
+29,968
|
+12%
|
|
|
4
|
BCS Wealth Management
Johnson City,
Tennessee
|
$5.79M
|
+$86.2K
|
+3,515
|
+2%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.75M
|
+$1.09M
|
+44,369
|
+30%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$3.46M
|
+$3.44M
|
+140,228
|
New
|
|
|
7
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.3M
|
+$586K
|
+23,899
|
+22%
|
|
|
8
|
Nestegg Advisors
Hauppauge,
New York
|
$3.06M
|
+$1.12M
|
+45,585
|
+58%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
+$161K
|
+6,588
|
+6%
|
|
|
10
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.02M
|
+$185K
|
+7,529
|
+7%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$2.99M
|
+$835K
|
+34,071
|
+39%
|
|
|
12
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.52M
|
+$159K
|
+6,469
|
+7%
|
|
|
13
|
|
$2.37M
|
+$49.8K
|
+2,030
|
+2%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$2.01M
|
+$305K
|
+12,462
|
+18%
|
|
|
15
|
|
$1.38M
|
+$547K
|
+22,306
|
+67%
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.27M
|
+$95.6K
|
+3,902
|
+8%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.25M
|
-$286K
|
-11,660
|
-19%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.21M
|
+$588K
|
+23,998
|
+96%
|
|
|
19
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.15M
|
+$267K
|
+10,893
|
+31%
|
|
|
20
|
|
$1.04M
|
+$1.03M
|
+42,043
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$971K
|
+$76.9K
|
+3,139
|
+9%
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$878K
|
+$98.7K
|
+4,025
|
+13%
|
|
|
23
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$862K
|
+$559K
|
+22,800
|
+188%
|
|
|
24
|
Precedent Wealth Partners
Houston,
Texas
|
$842K
|
+$332K
|
+13,541
|
+66%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$731K
|
+$48.4K
|
+1,976
|
+7%
|
|
