|
1
|
Glenview Trust
Louisville,
Kentucky
|
$56.5M
|
+$2.32M
|
+60,657
|
+4%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$43.2M
|
+$36.9M
|
+964,250
|
+763%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
+$4M
|
+104,449
|
+11%
|
|
|
4
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$35.7M
|
+$9.58M
|
+250,000
|
+38%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
+$27M
|
+703,661
|
+662%
|
|
|
6
|
Trust Company of Kansas
Wichita,
Kansas
|
$27.3M
|
+$236K
|
+6,151
|
+0.9%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.4M
|
+$5.7M
|
+148,846
|
+47%
|
|
|
8
|
Harbor Group
Bedford,
New Hampshire
|
$14.7M
|
-$246K
|
-6,425
|
-2%
|
|
|
9
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$12.1M
|
+$1.03M
|
+26,872
|
+10%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
-$27.8K
|
-726
|
-0.2%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.3M
|
+$4.78M
|
+124,687
|
+91%
|
|
|
12
|
MJP Associates
Farmington,
Connecticut
|
$10.2M
|
-$46.2K
|
-1,207
|
-0.5%
|
|
|
13
|
Advisor OS
Chicago,
Illinois
|
$10.2M
|
+$82.9K
|
+2,165
|
+0.8%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$8.7M
|
+$177K
|
+4,610
|
+2%
|
|
|
15
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$8.46M
|
-$400K
|
-10,432
|
-5%
|
|
|
16
|
National Wealth Management Group
Cincinnati,
Ohio
|
$8.42M
|
+$462K
|
+12,050
|
+6%
|
|
|
17
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$7.59M
|
-$137K
|
-3,585
|
-2%
|
|
|
18
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$7.32M
|
+$102K
|
+2,650
|
+1%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.26M
|
+$1.56M
|
+40,844
|
+35%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.09M
|
-$238K
|
-6,219
|
-5%
|
|
|
21
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.05M
|
+$31.9K
|
+832
|
+0.7%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.56M
|
-$32.2K
|
-840
|
-0.7%
|
|
|
23
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$4.26M
|
+$4.11M
|
+107,355
|
New
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$3.89M
|
+$146K
|
+3,808
|
+4%
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$3.65M
|
-$221K
|
-5,763
|
-6%
|
|
