|
1
|
|
$117M
|
+$117M
|
+2,339,440
|
New
|
|
|
2
|
Glenview Trust
Louisville,
Kentucky
|
$98.2M
|
+$98.3M
|
+1,956,465
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$53.4M
|
+$53.4M
|
+1,062,523
|
New
|
|
|
4
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$38M
|
+$38M
|
+757,259
|
New
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$34.5M
|
+$34.5M
|
+687,643
|
New
|
|
|
6
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$30.3M
|
+$30.3M
|
+602,649
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.5M
|
+$22.5M
|
+447,127
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.7M
|
+$18.7M
|
+373,076
|
New
|
|
|
9
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$18.5M
|
+$18.5M
|
+369,312
|
New
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$13.9M
|
+$13.9M
|
+276,427
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$13.8M
|
+274,345
|
New
|
|
|
12
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$13.7M
|
+$13.7M
|
+272,088
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13M
|
+$13M
|
+258,725
|
New
|
|
|
14
|
LWM Advisory Services
Plantation,
Florida
|
$12.7M
|
+$12.7M
|
+252,509
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.6M
|
+$12.6M
|
+250,592
|
New
|
|
|
16
|
Evolution Wealth Advisors
Aventura,
Florida
|
$11.6M
|
+$11.6M
|
+230,707
|
New
|
|
|
17
|
Sunflower Bank
Dallas,
Texas
|
$10.9M
|
+$10.9M
|
+217,251
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$10M
|
+199,283
|
New
|
|
|
19
|
Perigon Wealth Management
San Francisco,
California
|
$7.06M
|
+$7.06M
|
+140,587
|
New
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$6.71M
|
+$6.7M
|
+133,360
|
New
|
|
|
21
|
American Trust
Lexington,
Kentucky
|
$5.3M
|
+$5.3M
|
+105,498
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.9M
|
+$4.9M
|
+97,631
|
New
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.43M
|
+$3.43M
|
+68,207
|
New
|
|
|
24
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.42M
|
+$3.42M
|
+68,093
|
New
|
|
|
25
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$3.4M
|
+$3.4M
|
+67,718
|
New
|
|
