|
1
|
Mairs & Power Inc
St Paul,
Minnesota
|
$10.5M
|
+$1.34M
|
+59,803
|
+15%
|
|
|
2
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.35M
|
+$559K
|
+25,015
|
+31%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.41M
|
+$132K
|
+5,888
|
+10%
|
|
|
4
|
Trust Point Inc
La Crosse,
Wisconsin
|
$905K
|
+$635K
|
+28,395
|
+237%
|
|
|
5
|
Bayban
Bayport,
Minnesota
|
$666K
|
-$125K
|
-5,580
|
-16%
|
|
|
6
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$445K
|
+$49K
|
+2,189
|
+12%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$358K
|
-$31.7K
|
-1,416
|
-8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$352K
|
+$11.1K
|
+496
|
+3%
|
|
|
9
|
CPA Asset Management
West Palm Beach,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$270K
|
+$269K
|
+12,039
|
New
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$233K
|
–
|
–
|
–
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$231K
|
-$139K
|
-6,226
|
-38%
|
|
|
13
|
Winter & Associates
St. Paul,
Minnesota
|
$231K
|
-$104K
|
-4,642
|
-31%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
15
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$204K
|
+$203K
|
+9,091
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$184K
|
+$16.6K
|
+744
|
+10%
|
|
|
17
|
|
$89.6K
|
+$22
|
+1
|
+0%
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$80.1K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.91K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.25K
|
+$3.24K
|
+145
|
New
|
|
|
21
|
|
–
|
-$1,000K
|
-45,186
|
Closed
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$319K
|
-14,396
|
Closed
|
|
|
23
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$33.8K
|
-1,529
|
Closed
|
|
