|
1
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$10.8M
|
+$307K
|
+11,520
|
+3%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.35M
|
-$129K
|
-4,840
|
-2%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4M
|
+$3.04M
|
+114,085
|
+341%
|
|
|
4
|
|
$3.52M
|
+$1.48M
|
+55,543
|
+75%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$1.64M
|
+$1.61M
|
+60,620
|
New
|
|
|
6
|
|
$1.22M
|
-$5.63M
|
-211,519
|
-82%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.17M
|
+$1.15M
|
+43,104
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$821K
|
+$807K
|
+30,304
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$542K
|
-$128K
|
-4,802
|
-19%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$487K
|
+$189K
|
+7,093
|
+65%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$436K
|
-$7.72K
|
-290
|
-2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$429K
|
-$116K
|
-4,370
|
-22%
|
|
|
13
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$379K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$311K
|
-$157K
|
-5,911
|
-34%
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$277K
|
-$25.1K
|
-943
|
-8%
|
|
|
16
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$275K
|
+$270K
|
+10,130
|
New
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$244K
|
+$240K
|
+9,020
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$217K
|
+$52.7K
|
+1,978
|
+33%
|
|
|
19
|
Capital One Financial
Mclean,
Virginia
|
$209K
|
–
|
–
|
–
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$136K
|
+$98.5K
|
+3,700
|
+279%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$129K
|
-$14.4K
|
-541
|
-10%
|
|
|
22
|
Retirement Group
San Diego,
California
|
$82K
|
+$81.1K
|
+3,045
|
New
|
|
|
23
|
Central Trust Company
Jefferson City,
Missouri
|
$68K
|
–
|
–
|
–
|
|
|
24
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$44K
|
+$11.6K
|
+435
|
+36%
|
|
|
25
|
TimeScale Financial
Danvers,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
