|
1
|
LPL Financial
San Diego,
California
|
$7.05M
|
+$879K
|
+35,037
|
+15%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.34M
|
+$857K
|
+34,168
|
+16%
|
|
|
3
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.04M
|
+$234K
|
+9,332
|
+6%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$3.95M
|
+$310K
|
+12,375
|
+9%
|
|
|
5
|
Sterling Financial Group
Pasadena,
California
|
$3.94M
|
+$1.18M
|
+46,878
|
+44%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$3.47M
|
+$310K
|
+12,375
|
+10%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.57M
|
+$595K
|
+23,730
|
+31%
|
|
|
8
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.5M
|
+$1.29M
|
+51,334
|
+110%
|
|
|
9
|
Flow Traders U.S.
New York
|
$2.46M
|
+$2.42M
|
+96,418
|
New
|
|
|
10
|
|
$1.87M
|
+$130K
|
+5,169
|
+8%
|
|
|
11
|
|
$1.79M
|
+$55.3K
|
+2,204
|
+3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$1.59M
|
+$35.4K
|
+1,411
|
+2%
|
|
|
13
|
Precedent Wealth Partners
Houston,
Texas
|
$1.42M
|
+$604K
|
+24,094
|
+76%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.16M
|
+$328K
|
+13,087
|
+41%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.08M
|
+$199K
|
+7,949
|
+23%
|
|
|
16
|
Key Financial Inc
West Chester,
Pennsylvania
|
$882K
|
–
|
–
|
–
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$839K
|
+$111K
|
+4,434
|
+16%
|
|
|
18
|
Hills Bank & Trust
North Liberty,
Iowa
|
$821K
|
+$806K
|
+32,149
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$813K
|
+$577
|
+23
|
+0.1%
|
|
|
20
|
|
$698K
|
+$162K
|
+6,447
|
+31%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$661K
|
-$55.3K
|
-2,205
|
-8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$647K
|
+$445K
|
+17,725
|
+233%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$577K
|
–
|
–
|
–
|
|
|
24
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$536K
|
–
|
–
|
–
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$535K
|
+$30.2K
|
+1,205
|
+6%
|
|
