|
1
|
Country Trust Bank
Bloomington,
Illinois
|
$63.2M
|
–
|
–
|
–
|
|
|
2
|
Bison Wealth
Atlanta,
Georgia
|
$23.5M
|
+$11.4M
|
+255,769
|
+102%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
-$890K
|
-20,043
|
-6%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
-$1.65M
|
-37,188
|
-15%
|
|
|
5
|
|
$7.89M
|
-$51.3K
|
-1,154
|
-0.7%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.99M
|
+$344K
|
+7,755
|
+8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.84M
|
-$371K
|
-8,351
|
-9%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.31M
|
-$121K
|
-2,729
|
-5%
|
|
|
9
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.6M
|
+$210K
|
+4,726
|
+16%
|
|
|
10
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.55M
|
-$80.8K
|
-1,819
|
-5%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$1.51M
|
-$70.4K
|
-1,585
|
-5%
|
|
|
12
|
|
$768K
|
+$326K
|
+7,334
|
+80%
|
|
|
13
|
REAP Financial Group
Austin,
Texas
|
$711K
|
-$362K
|
-8,155
|
-35%
|
|
|
14
|
Hilltop Holdings
Dallas,
Texas
|
$664K
|
+$635K
|
+14,295
|
New
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$651K
|
+$622K
|
+14,003
|
New
|
|
|
16
|
NBC Securities
Birmingham,
Alabama
|
$634K
|
-$93K
|
-2,093
|
-13%
|
|
|
17
|
Waterloo Capital
Austin,
Texas
|
$540K
|
-$6.26K
|
-141
|
-1%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$447K
|
+$427K
|
+9,621
|
New
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$447K
|
+$427K
|
+9,621
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$312K
|
+$298K
|
+6,712
|
New
|
|
|
21
|
Fiduciary Alliance
Greenville,
South Carolina
|
$242K
|
+$232K
|
+5,217
|
New
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$224K
|
+$800
|
+18
|
+0.4%
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$175K
|
–
|
–
|
–
|
|
|
24
|
|
$107K
|
-$44
|
-1
|
-0%
|
|
|
25
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$103K
|
–
|
–
|
–
|
|
