|
1
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.59M
|
+$1.17M
|
+45,396
|
+18%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.42M
|
+$279K
|
+10,803
|
+4%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$4.43M
|
+$431K
|
+16,718
|
+11%
|
|
|
4
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.32M
|
+$225K
|
+8,726
|
+6%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$3.84M
|
+$326K
|
+12,651
|
+9%
|
|
|
6
|
Precedent Wealth Partners
Houston,
Texas
|
$3.49M
|
+$2.05M
|
+79,416
|
+143%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.1M
|
+$3.09M
|
+119,816
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.93M
|
+$329K
|
+12,751
|
+13%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.6M
|
+$1.77M
|
+68,604
|
+213%
|
|
|
10
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.53M
|
-$7.12K
|
-276
|
-0.3%
|
|
|
11
|
|
$2.5M
|
+$605K
|
+23,451
|
+32%
|
|
|
12
|
|
$2.27M
|
+$1.77M
|
+68,663
|
+360%
|
|
|
13
|
|
$2.07M
|
+$1.36M
|
+52,831
|
+193%
|
|
|
14
|
Flow Traders U.S.
New York
|
$1.97M
|
-$517K
|
-20,055
|
-21%
|
|
|
15
|
Bank of New York Mellon
New York
|
$1.57M
|
-$37.9K
|
-1,468
|
-2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$1.47M
|
+$297K
|
+11,508
|
+25%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.24M
|
+$150K
|
+5,795
|
+14%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$1.11M
|
+$704K
|
+27,300
|
+176%
|
|
|
19
|
|
$949K
|
-$859K
|
-33,294
|
-48%
|
|
|
20
|
Clark Asset Management
Stratham,
New Hampshire
|
$947K
|
+$435K
|
+16,864
|
+85%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$892K
|
–
|
–
|
–
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$883K
|
+$33.6K
|
+1,301
|
+4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$827K
|
+$4.41K
|
+171
|
+0.5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$747K
|
+$92.3K
|
+3,578
|
+14%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$658K
|
+$657K
|
+25,460
|
New
|
|
