|
1
|
Glenview Trust
Louisville,
Kentucky
|
$46.4M
|
+$3.17M
|
+94,684
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.2M
|
+$6.46M
|
+193,139
|
+32%
|
|
|
3
|
Trust Company of Kansas
Wichita,
Kansas
|
$23.3M
|
-$2.46M
|
-73,643
|
-10%
|
|
|
4
|
Harbor Group
Bedford,
New Hampshire
|
$13.2M
|
-$127K
|
-3,786
|
-1%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.8M
|
-$51.4K
|
-1,537
|
-0.5%
|
|
|
6
|
MJP Associates
Farmington,
Connecticut
|
$9.82M
|
+$129K
|
+3,849
|
+1%
|
|
|
7
|
Advisor OS
Chicago,
Illinois
|
$9.65M
|
-$43.9K
|
-1,312
|
-0.5%
|
|
|
8
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$9.42M
|
+$194K
|
+5,806
|
+2%
|
|
|
9
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$7.7M
|
-$567K
|
-16,956
|
-7%
|
|
|
10
|
Linscomb Wealth
Houston,
Texas
|
$7.23M
|
-$22.2K
|
-663
|
-0.3%
|
|
|
11
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$7.1M
|
-$674K
|
-20,158
|
-9%
|
|
|
12
|
National Wealth Management Group
Cincinnati,
Ohio
|
$6.98M
|
+$6.61M
|
+197,665
|
New
|
|
|
13
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$5.77M
|
+$536K
|
+16,010
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.76M
|
+$354K
|
+10,579
|
+9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
+$2.41M
|
+71,926
|
+138%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.06M
|
+$3.84M
|
+114,902
|
New
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$3.88M
|
+$261K
|
+7,814
|
+8%
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.87M
|
-$142K
|
-4,252
|
-4%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.8M
|
-$562K
|
-16,812
|
-14%
|
|
|
20
|
Ted Buchan & Co
San Diego,
California
|
$3.78M
|
-$242K
|
-7,229
|
-6%
|
|
|
21
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.66M
|
+$2.66M
|
+79,466
|
+328%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.62M
|
+$29.4K
|
+880
|
+0.9%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$3.56M
|
+$9.5K
|
+284
|
+0.3%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$3.31M
|
-$72.1K
|
-2,156
|
-2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.31M
|
+$38.8K
|
+1,160
|
+1%
|
|
