|
1
|
|
$6.94M
|
+$3.26M
|
+59,670
|
+85%
|
|
|
2
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.41M
|
+$140K
|
+2,558
|
+4%
|
|
|
3
|
|
$3.27M
|
+$130K
|
+2,374
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$1.37M
|
+24,961
|
+89%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.62M
|
+$558K
|
+10,198
|
+26%
|
|
|
6
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.36M
|
+$201K
|
+3,680
|
+9%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.93M
|
+$79.7K
|
+1,456
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.83M
|
+$445K
|
+8,135
|
+31%
|
|
|
9
|
Breakwater Investment Management
Seattle,
Washington
|
$1.58M
|
–
|
–
|
–
|
|
|
10
|
|
$1.35M
|
-$55
|
-1
|
-0%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.16M
|
-$1.4M
|
-25,628
|
-54%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$861K
|
+$333K
|
+6,086
|
+60%
|
|
|
13
|
WesBanco Bank
Wheeling,
West Virginia
|
$533K
|
+$547K
|
+10,000
|
New
|
|
|
14
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$377K
|
–
|
–
|
–
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$370K
|
+$30.8K
|
+563
|
+9%
|
|
|
16
|
Synergy Asset Management
Vancouver,
Washington
|
$365K
|
+$375K
|
+6,857
|
New
|
|
|
17
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$347K
|
+$356K
|
+6,516
|
New
|
|
|
18
|
Hyposwiss Advisors
Geneva,
|
$342K
|
+$351K
|
+6,420
|
New
|
|
|
19
|
Haven Private
Orlando,
Florida
|
$340K
|
+$40.6K
|
+742
|
+13%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$284K
|
+$299K
|
+5,458
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$259K
|
+$266K
|
+4,865
|
New
|
|
|
22
|
|
$213K
|
+$218K
|
+3,993
|
New
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$212K
|
-$13.7K
|
-251
|
-6%
|
|
|
24
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$159K
|
+$438
|
+8
|
+0.3%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$94.3K
|
+$93K
|
+1,700
|
+2,429%
|
|
