|
1
|
Glenview Trust
Louisville,
Kentucky
|
$29.5M
|
+$2.49M
|
+88,835
|
+9%
|
|
|
2
|
Trust Company of Kansas
Wichita,
Kansas
|
$15.5M
|
+$185K
|
+6,585
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$2.49M
|
+88,939
|
+23%
|
|
|
4
|
Harbor Group
Bedford,
New Hampshire
|
$10.3M
|
+$175K
|
+6,248
|
+2%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.47M
|
+$39.2K
|
+1,400
|
+0.5%
|
|
|
6
|
GeoWealth Management
Chicago,
Illinois
|
$7.01M
|
+$7.23M
|
+257,958
|
New
|
|
|
7
|
Advisor OS
Chicago,
Illinois
|
$6.72M
|
+$2.45M
|
+87,293
|
+55%
|
|
|
8
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$6.6M
|
+$293K
|
+10,443
|
+4%
|
|
|
9
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$6.32M
|
-$207K
|
-7,382
|
-3%
|
|
|
10
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$6.14M
|
-$398K
|
-14,184
|
-6%
|
|
|
11
|
Linscomb Wealth
Houston,
Texas
|
$6.02M
|
-$17.7K
|
-631
|
-0.3%
|
|
|
12
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3.88M
|
-$163K
|
-5,832
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
+$296K
|
+10,561
|
+8%
|
|
|
14
|
Ted Buchan & Co
San Diego,
California
|
$3.21M
|
-$86.3K
|
-3,079
|
-3%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$3.21M
|
+$2.75M
|
+98,233
|
+493%
|
|
|
16
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.88M
|
-$19.6K
|
-700
|
-0.7%
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.84M
|
-$49.2K
|
-1,754
|
-2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$2.65M
|
+$66.2K
|
+2,362
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
-$635K
|
-22,648
|
-24%
|
|
|
20
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.85M
|
-$98.2K
|
-3,502
|
-5%
|
|
|
21
|
Summit Asset Management
Memphis,
Tennessee
|
$1.79M
|
-$85.9K
|
-3,065
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
+$622K
|
+22,184
|
+57%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
-$19.2K
|
-685
|
-1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.38M
|
+$86.1K
|
+3,071
|
+6%
|
|
|
25
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.37M
|
+$20.9K
|
+745
|
+1%
|
|
