|
1
|
Glenview Trust
Louisville,
Kentucky
|
$37.7M
|
+$3.87M
|
+133,592
|
+12%
|
|
|
2
|
Trust Company of Kansas
Wichita,
Kansas
|
$22.7M
|
+$4.69M
|
+161,820
|
+28%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
+$3.9M
|
+134,451
|
+29%
|
|
|
4
|
Harbor Group
Bedford,
New Hampshire
|
$11.7M
|
-$58.3K
|
-2,010
|
-0.5%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.5M
|
-$146K
|
-5,046
|
-2%
|
|
|
6
|
Advisor OS
Chicago,
Illinois
|
$8.5M
|
+$793K
|
+27,345
|
+11%
|
|
|
7
|
MJP Associates
Farmington,
Connecticut
|
$8.49M
|
+$7.95M
|
+274,239
|
New
|
|
|
8
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$8.08M
|
+$531K
|
+18,315
|
+8%
|
|
|
9
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$7.28M
|
+$66.6K
|
+2,299
|
+1%
|
|
|
10
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$6.85M
|
-$145K
|
-4,987
|
-2%
|
|
|
11
|
Linscomb Wealth
Houston,
Texas
|
$6.36M
|
-$463K
|
-15,981
|
-7%
|
|
|
12
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4.56M
|
+$106K
|
+3,668
|
+3%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.85M
|
+$2.65M
|
+91,455
|
+277%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.85M
|
+$1.55M
|
+53,483
|
+76%
|
|
|
15
|
Ted Buchan & Co
San Diego,
California
|
$3.53M
|
-$120K
|
-4,131
|
-3%
|
|
|
16
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.52M
|
+$268K
|
+9,252
|
+9%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$3.16M
|
-$464K
|
-15,996
|
-14%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.14M
|
-$1.04M
|
-35,736
|
-26%
|
|
|
19
|
First Foundation Advisors
Irvine,
California
|
$3.11M
|
+$2.92M
|
+100,578
|
New
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$2.97M
|
-$47.3K
|
-1,631
|
-2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.87M
|
+$2.45M
|
+84,490
|
+1,038%
|
|
|
22
|
|
$2.74M
|
+$1.89M
|
+65,059
|
New
|
|
|
23
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$2.19M
|
+$75K
|
+2,587
|
+4%
|
|
|
24
|
Summit Asset Management
Memphis,
Tennessee
|
$2M
|
-$34.8K
|
-1,200
|
-2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.67M
|
-$202K
|
-6,978
|
-11%
|
|
