|
1
|
Bank of America
Charlotte,
North Carolina
|
$90.2M
|
-$10.7M
|
-208,837
|
-11%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.5M
|
+$179K
|
+3,479
|
+0.6%
|
|
|
3
|
|
$30.3M
|
+$22.9M
|
+444,585
|
+305%
|
|
|
4
|
|
$25.5M
|
+$10.5M
|
+204,102
|
+70%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$23.6M
|
+$23.7M
|
+460,430
|
New
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$13M
|
+$13.1M
|
+253,611
|
New
|
|
|
7
|
Signify Wealth
Saint Louis,
Missouri
|
$10.6M
|
+$2.02M
|
+39,262
|
+23%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.1M
|
+$581K
|
+11,297
|
+6%
|
|
|
9
|
R.M. Davis Inc
Portland,
Maine
|
$9.42M
|
+$701K
|
+13,620
|
+8%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$8.8M
|
+$1.36M
|
+26,421
|
+18%
|
|
|
11
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.3M
|
+$165K
|
+3,208
|
+3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.49M
|
-$315K
|
-6,115
|
-7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.22M
|
+$406K
|
+7,885
|
+11%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.18M
|
+$834K
|
+16,204
|
+25%
|
|
|
15
|
First National Corp
Rockland,
Massachusetts
|
$3.05M
|
+$2.07M
|
+40,280
|
+210%
|
|
|
16
|
SWMG LLC
Fort Worth,
Texas
|
$2.38M
|
+$138K
|
+2,676
|
+6%
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$2.36M
|
+$971K
|
+18,879
|
+70%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.31M
|
+$4.32K
|
+84
|
+0.2%
|
|
|
19
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.19M
|
+$227K
|
+4,407
|
+11%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.11M
|
+$163K
|
+3,164
|
+8%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.04M
|
+$985K
|
+19,151
|
+93%
|
|
|
22
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.95M
|
–
|
–
|
–
|
|
|
23
|
Capital One Financial
Mclean,
Virginia
|
$1.95M
|
+$904K
|
+17,573
|
+86%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$1.88M
|
+$1.89M
|
+36,657
|
New
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.8M
|
+$107K
|
+2,079
|
+6%
|
|
