|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.01M
|
+$624K
|
+25,376
|
+7%
|
|
|
2
|
BCS Wealth Management
Johnson City,
Tennessee
|
$8.98M
|
+$8.98M
|
+365,223
|
New
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$6.88M
|
+$417K
|
+16,939
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.54M
|
+$116K
|
+4,711
|
+2%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.36M
|
+$3.36M
|
+136,677
|
New
|
|
|
6
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.68M
|
+$47.8K
|
+1,945
|
+2%
|
|
|
7
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.61M
|
+$1.77M
|
+72,003
|
+212%
|
|
|
8
|
|
$2.53M
|
+$655K
|
+26,613
|
+35%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.21M
|
+$189K
|
+7,671
|
+9%
|
|
|
10
|
|
$1.88M
|
-$239K
|
-9,705
|
-11%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.45M
|
+$501K
|
+20,385
|
+53%
|
|
|
12
|
Nestegg Advisors
Hauppauge,
New York
|
$1.4M
|
+$1.4M
|
+56,849
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.31M
|
+$132K
|
+5,372
|
+11%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$1.26M
|
+$364K
|
+14,786
|
+41%
|
|
|
15
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.13M
|
+$42.5K
|
+1,726
|
+4%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
+$265K
|
+10,770
|
+34%
|
|
|
17
|
Clark Asset Management
Stratham,
New Hampshire
|
$829K
|
+$460K
|
+18,702
|
+125%
|
|
|
18
|
|
$808K
|
-$672K
|
-27,306
|
-45%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$764K
|
+$764K
|
+31,062
|
New
|
|
|
20
|
Equitable Holdings
New York
|
$643K
|
+$5.68K
|
+231
|
+0.9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$603K
|
+$48.9K
|
+1,986
|
+9%
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$599K
|
+$483K
|
+19,635
|
+416%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$588K
|
+$206K
|
+8,371
|
+54%
|
|
|
24
|
Addison Advisors
Middlebury,
Vermont
|
$570K
|
+$54.2K
|
+2,205
|
+11%
|
|
|
25
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$553K
|
–
|
–
|
–
|
|
