|
1
|
Glenview Trust
Louisville,
Kentucky
|
$27.8M
|
+$1.9M
|
+74,366
|
+8%
|
|
|
2
|
Trust Company of Kansas
Wichita,
Kansas
|
$15.7M
|
+$242K
|
+9,486
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
+$7.3M
|
+286,085
|
+297%
|
|
|
4
|
Harbor Group
Bedford,
New Hampshire
|
$10.4M
|
+$15.4K
|
+602
|
+0.2%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.66M
|
+$7.93M
|
+310,555
|
New
|
|
|
6
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$6.7M
|
-$6.48M
|
-253,873
|
-51%
|
|
|
7
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$6.7M
|
+$210K
|
+8,216
|
+4%
|
|
|
8
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$6.48M
|
+$5.93M
|
+232,416
|
New
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$6.2M
|
-$1.32M
|
-51,739
|
-19%
|
|
|
10
|
Advisor OS
Chicago,
Illinois
|
$4.46M
|
+$2.95M
|
+115,566
|
+260%
|
|
|
11
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4.17M
|
+$418K
|
+16,384
|
+12%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53M
|
+$476K
|
+18,645
|
+17%
|
|
|
13
|
Ted Buchan & Co
San Diego,
California
|
$3.38M
|
-$124K
|
-4,856
|
-4%
|
|
|
14
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.98M
|
+$4.11K
|
+161
|
+0.2%
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.97M
|
-$459K
|
-18,002
|
-14%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.66M
|
-$53.5K
|
-2,098
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
-$158K
|
-6,173
|
-6%
|
|
|
18
|
Retireful LLC
Haslett,
Michigan
|
$2.37M
|
+$2.17M
|
+84,899
|
New
|
|
|
19
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$2M
|
-$563K
|
-22,070
|
-24%
|
|
|
20
|
Summit Asset Management
Memphis,
Tennessee
|
$1.92M
|
-$100K
|
-3,937
|
-5%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.61M
|
-$5.91M
|
-231,452
|
-80%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.52M
|
+$52.9K
|
+2,072
|
+4%
|
|
|
23
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.39M
|
+$1.27M
|
+49,679
|
New
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.35M
|
-$5.33K
|
-209
|
-0.4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.33M
|
-$241K
|
-9,452
|
-17%
|
|
