|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.3M
|
+$7.82M
|
+328,394
|
+2,611%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$6.4M
|
+$284K
|
+11,940
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.36M
|
+$782K
|
+32,837
|
+14%
|
|
|
4
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.61M
|
+$2.1M
|
+88,358
|
+467%
|
|
|
5
|
|
$2.1M
|
+$225K
|
+9,458
|
+12%
|
|
|
6
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2M
|
+$419K
|
+17,586
|
+27%
|
|
|
7
|
|
$1.86M
|
-$4.71K
|
-198
|
-0.3%
|
|
|
8
|
|
$1.46M
|
-$1.27M
|
-53,167
|
-47%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$507K
|
+21,305
|
+80%
|
|
|
10
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.08M
|
+$373K
|
+15,647
|
+54%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$936K
|
+$551K
|
+23,139
|
+151%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$885K
|
+$375K
|
+15,729
|
+76%
|
|
|
13
|
Hills Bank & Trust
North Liberty,
Iowa
|
$827K
|
+$809K
|
+33,991
|
New
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$773K
|
+$362K
|
+15,191
|
+92%
|
|
|
15
|
Sterling Financial Group
Pasadena,
California
|
$756K
|
+$740K
|
+31,062
|
New
|
|
|
16
|
Equitable Holdings
New York
|
$630K
|
+$330K
|
+13,873
|
+115%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$579K
|
+$115K
|
+4,842
|
+26%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$548K
|
+$199K
|
+8,357
|
+59%
|
|
|
19
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$534K
|
–
|
–
|
–
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$511K
|
+$86.4K
|
+3,630
|
+21%
|
|
|
21
|
|
$500K
|
+$489K
|
+20,532
|
New
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$485K
|
+$100K
|
+4,216
|
+27%
|
|
|
23
|
Precedent Wealth Partners
Houston,
Texas
|
$426K
|
–
|
–
|
–
|
|
|
24
|
|
$417K
|
-$88.2K
|
-3,704
|
-18%
|
|
|
25
|
Tassel Capital Management
Matthews,
North Carolina
|
$395K
|
+$386K
|
+16,230
|
New
|
|
