|
1
|
LPL Financial
San Diego,
California
|
$6.04M
|
-$544K
|
-21,858
|
-8%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.37M
|
-$162K
|
-6,523
|
-3%
|
|
|
3
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.74M
|
+$394K
|
+15,815
|
+12%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$3.57M
|
+$351K
|
+14,107
|
+11%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$3.09M
|
+$13.3K
|
+532
|
+0.4%
|
|
|
6
|
Sterling Financial Group
Pasadena,
California
|
$2.69M
|
-$36.4K
|
-1,461
|
-1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.93M
|
+$113K
|
+4,524
|
+6%
|
|
|
8
|
|
$1.71M
|
-$121K
|
-4,866
|
-7%
|
|
|
9
|
|
$1.7M
|
-$567K
|
-22,770
|
-25%
|
|
|
10
|
Bank of New York Mellon
New York
|
$1.53M
|
-$83.7K
|
-3,360
|
-5%
|
|
|
11
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.35M
|
+$94.5K
|
+3,794
|
+8%
|
|
|
12
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.17M
|
-$2.03M
|
-81,707
|
-64%
|
|
|
13
|
Key Financial Inc
West Chester,
Pennsylvania
|
$865K
|
–
|
–
|
–
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$856K
|
+$381K
|
+15,297
|
+81%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$809K
|
+$177K
|
+7,103
|
+28%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$797K
|
+$30.4K
|
+1,219
|
+4%
|
|
|
17
|
Precedent Wealth Partners
Houston,
Texas
|
$791K
|
+$436K
|
+17,487
|
+125%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$712K
|
+$650K
|
+26,084
|
+1,124%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$704K
|
-$459K
|
-18,431
|
-40%
|
|
|
20
|
International Assets Investment Management
Orlando,
Florida
|
$577K
|
–
|
–
|
–
|
|
|
21
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$536K
|
+$532K
|
+21,373
|
New
|
|
|
22
|
|
$523K
|
+$77.5K
|
+3,111
|
+18%
|
|
|
23
|
|
$498K
|
-$127K
|
-5,119
|
-20%
|
|
|
24
|
Addison Advisors
Middlebury,
Vermont
|
$495K
|
+$42.1K
|
+1,690
|
+9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$450K
|
+$332K
|
+13,347
|
+289%
|
|
