|
1
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$220K
|
-8,862
|
-2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$10.3M
|
+$4.46M
|
+180,256
|
+77%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.74M
|
-$595K
|
-24,032
|
-6%
|
|
|
4
|
|
$9.35M
|
-$85.9K
|
-3,469
|
-0.9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.09M
|
+$3.82M
|
+154,387
|
+119%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.78M
|
+$1.32M
|
+53,224
|
+24%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.41M
|
-$81K
|
-3,271
|
-1%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$6.34M
|
+$6.3M
|
+254,507
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
+$353K
|
+14,255
|
+6%
|
|
|
10
|
|
$4.51M
|
+$341K
|
+13,784
|
+8%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.77M
|
+$292K
|
+11,774
|
+8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
+$1.98M
|
+79,874
|
+125%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.57M
|
+$480K
|
+19,365
|
+16%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51M
|
-$1.17M
|
-47,245
|
-25%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.84M
|
+$35.8K
|
+1,447
|
+1%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$2.61M
|
-$63.1K
|
-2,547
|
-2%
|
|
|
17
|
CGN Advisors
Manhattan,
Kansas
|
$2.5M
|
+$113K
|
+4,557
|
+5%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.44M
|
-$127K
|
-5,118
|
-5%
|
|
|
19
|
|
$2.16M
|
+$1.24M
|
+49,955
|
+137%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$2.04M
|
+$139K
|
+5,630
|
+7%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.77M
|
+$248K
|
+10,000
|
+16%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.64M
|
+$902K
|
+36,404
|
+123%
|
|
|
23
|
Leo Wealth LLC
Hurst,
Texas
|
$1.58M
|
+$1.58M
|
+63,660
|
New
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.56M
|
+$999K
|
+40,343
|
+180%
|
|
|
25
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.51M
|
+$338K
|
+13,651
|
+29%
|
|
