|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.95M
|
-$954K
|
-38,638
|
-11%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$6.91M
|
+$127K
|
+5,140
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.04M
|
-$415K
|
-16,807
|
-6%
|
|
|
4
|
BCS Wealth Management
Johnson City,
Tennessee
|
$5.61M
|
-$3.3M
|
-133,755
|
-37%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.6M
|
+$288K
|
+11,677
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.81M
|
+$1.41M
|
+57,159
|
+97%
|
|
|
7
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.79M
|
+$142K
|
+5,770
|
+5%
|
|
|
8
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.67M
|
+$103K
|
+4,168
|
+4%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.33M
|
+$148K
|
+5,977
|
+7%
|
|
|
10
|
|
$2.28M
|
-$219K
|
-8,857
|
-9%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$2.12M
|
+$1.1M
|
+44,730
|
+105%
|
|
|
12
|
Nestegg Advisors
Hauppauge,
New York
|
$1.9M
|
+$533K
|
+21,610
|
+38%
|
|
|
13
|
|
$1.81M
|
-$47.8K
|
-1,935
|
-3%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$1.68M
|
+$447K
|
+18,104
|
+35%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.52M
|
+$229K
|
+9,293
|
+17%
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.16M
|
+$37.1K
|
+1,501
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$879K
|
+$538K
|
+21,805
|
+151%
|
|
|
18
|
Clark Asset Management
Stratham,
New Hampshire
|
$864K
|
+$47.3K
|
+1,915
|
+6%
|
|
|
19
|
|
$813K
|
+$822K
|
+33,292
|
+14,996%
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$766K
|
+$179K
|
+7,235
|
+30%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$672K
|
+$92.9K
|
+3,765
|
+16%
|
|
|
22
|
Equitable Holdings
New York
|
$629K
|
-$13.2K
|
-535
|
-2%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$605K
|
+$521K
|
+21,096
|
+549%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$587K
|
-$169K
|
-6,850
|
-22%
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$568K
|
+$5.55K
|
+225
|
+1%
|
|
