|
1
|
Glenview Trust
Louisville,
Kentucky
|
$22.1M
|
+$2.75M
|
+122,914
|
+15%
|
|
|
2
|
Trust Company of Kansas
Wichita,
Kansas
|
$13.3M
|
+$112K
|
+4,993
|
+0.9%
|
|
|
3
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$11.9M
|
-$60.2K
|
-2,686
|
-0.5%
|
|
|
4
|
Harbor Group
Bedford,
New Hampshire
|
$8.97M
|
+$1.27M
|
+56,876
|
+18%
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$6.94M
|
+$6.48M
|
+289,314
|
New
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$6.57M
|
+$132K
|
+5,887
|
+2%
|
|
|
7
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$5.56M
|
-$1.91M
|
-85,181
|
-27%
|
|
|
8
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3.19M
|
+$300K
|
+13,386
|
+11%
|
|
|
9
|
Ted Buchan & Co
San Diego,
California
|
$3.03M
|
+$407K
|
+18,173
|
+17%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$3M
|
+$2.8M
|
+125,055
|
New
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.98M
|
+$52.7K
|
+2,354
|
+2%
|
|
|
12
|
Matrix Asset Advisors
White Plains,
New York
|
$2.96M
|
+$40.6K
|
+1,811
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.59M
|
+$125K
|
+5,597
|
+5%
|
|
|
14
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.56M
|
+$217K
|
+9,671
|
+10%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.39M
|
+$565K
|
+25,215
|
+34%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.33M
|
+$143K
|
+6,369
|
+7%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.31M
|
+$1.22M
|
+54,386
|
+130%
|
|
|
18
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$2.25M
|
-$607K
|
-27,121
|
-22%
|
|
|
19
|
Summit Asset Management
Memphis,
Tennessee
|
$1.75M
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.37M
|
+$214K
|
+9,565
|
+20%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.26M
|
-$81.7K
|
-3,650
|
-6%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.17M
|
-$17.9K
|
-800
|
-2%
|
|
|
23
|
Advisor OS
Chicago,
Illinois
|
$1.07M
|
+$997K
|
+44,518
|
New
|
|
|
24
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.04M
|
+$2.73K
|
+122
|
+0.3%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$977K
|
+$6.61K
|
+295
|
+0.7%
|
|
