|
1
|
LPL Financial
San Diego,
California
|
$7.52M
|
+$714K
|
+27,818
|
+11%
|
|
|
2
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$6.03M
|
+$1.24M
|
+48,192
|
+26%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.69M
|
-$448K
|
-17,464
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.09M
|
+$773K
|
+30,089
|
+18%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$4.35M
|
-$6.6K
|
-257
|
-0.2%
|
|
|
6
|
Precedent Wealth Partners
Houston,
Texas
|
$4.03M
|
+$289K
|
+11,268
|
+8%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$3.92M
|
-$101K
|
-3,914
|
-3%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$3.46M
|
+$467K
|
+18,197
|
+16%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.46M
|
+$738K
|
+28,737
|
+27%
|
|
|
10
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.9M
|
+$1.25M
|
+48,587
|
+76%
|
|
|
11
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.8M
|
+$166K
|
+6,478
|
+6%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.63M
|
-$219K
|
-8,539
|
-8%
|
|
|
13
|
|
$2.35M
|
+$48.9K
|
+1,906
|
+2%
|
|
|
14
|
|
$2.34M
|
+$372K
|
+14,488
|
+19%
|
|
|
15
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.32M
|
+$369K
|
+14,373
|
+39%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.31M
|
+$334K
|
+13,002
|
+34%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.23M
|
+$555K
|
+21,628
|
+83%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21M
|
+$114K
|
+4,448
|
+10%
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.18M
|
+$114K
|
+4,424
|
+11%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.15M
|
-$239K
|
-9,326
|
-17%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1M
|
+$370K
|
+14,410
|
+59%
|
|
|
23
|
|
$1,000K
|
+$388K
|
+15,122
|
+64%
|
|
|
24
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$985K
|
+$557K
|
+21,700
|
+132%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$934K
|
+$60.6K
|
+2,362
|
+7%
|
|
