|
1
|
Glenview Trust
Louisville,
Kentucky
|
$16.5M
|
+$16.2M
|
+759,343
|
+1,906%
|
|
|
2
|
Trust Company of Kansas
Wichita,
Kansas
|
$11.3M
|
-$827K
|
-38,856
|
-7%
|
|
|
3
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$10.2M
|
+$1.98M
|
+92,869
|
+23%
|
|
|
4
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$6.54M
|
-$21.4K
|
-1,003
|
-0.3%
|
|
|
5
|
Harbor Group
Bedford,
New Hampshire
|
$6.54M
|
+$2.47M
|
+115,850
|
+58%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$5.53M
|
+$692K
|
+32,509
|
+14%
|
|
|
7
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.52M
|
-$14.4K
|
-677
|
-0.6%
|
|
|
8
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$2.49M
|
-$651K
|
-30,549
|
-20%
|
|
|
9
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.47M
|
+$1.43M
|
+67,067
|
+127%
|
|
|
10
|
Matrix Asset Advisors
White Plains,
New York
|
$2.35M
|
+$484K
|
+22,744
|
New
|
|
|
11
|
Ted Buchan & Co
San Diego,
California
|
$2.23M
|
+$2.3M
|
+108,080
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.11M
|
+$1.09M
|
+51,004
|
+99%
|
|
|
13
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2M
|
+$454K
|
+21,334
|
+28%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$1.88M
|
+$1.94M
|
+90,994
|
New
|
|
|
15
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$1.56M
|
-$1.89M
|
-88,991
|
-54%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
-$411K
|
-19,319
|
-21%
|
|
|
17
|
Summit Asset Management
Memphis,
Tennessee
|
$1.5M
|
-$556K
|
-26,096
|
-26%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.39M
|
+$1.43M
|
+67,379
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.16M
|
-$258K
|
-12,110
|
-18%
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.02M
|
+$734K
|
+34,475
|
+228%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$980K
|
-$550K
|
-25,847
|
-35%
|
|
|
22
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$915K
|
-$80.3K
|
-3,772
|
-8%
|
|
|
23
|
NFP Retirement Inc
Aliso Viejo,
California
|
$895K
|
-$3.37M
|
-158,160
|
-78%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$865K
|
+$856K
|
+40,184
|
+2,279%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$834K
|
+$849K
|
+39,864
|
+6,933%
|
|
