|
1
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$184K
|
-7,405
|
-1%
|
|
|
2
|
|
$10.5M
|
-$5.54M
|
-223,295
|
-35%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$9.5M
|
-$1.19M
|
-48,103
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.86M
|
-$622K
|
-25,057
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.9M
|
+$2.58K
|
+104
|
+0%
|
|
|
6
|
OneAscent Financial Services
Birmingham,
Alabama
|
$6.5M
|
-$102K
|
-4,098
|
-2%
|
|
|
7
|
|
$5.59M
|
+$576K
|
+23,236
|
+12%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.33M
|
-$165K
|
-6,633
|
-4%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.56M
|
-$379K
|
-15,266
|
-10%
|
|
|
10
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.51M
|
-$31.4K
|
-1,265
|
-0.9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.44M
|
-$1.63M
|
-65,866
|
-32%
|
|
|
12
|
|
$3.33M
|
-$299K
|
-12,055
|
-8%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.07M
|
-$190K
|
-7,662
|
-6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.99M
|
-$114K
|
-4,611
|
-4%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.99M
|
+$111K
|
+4,492
|
+4%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$2.57M
|
-$14.8K
|
-596
|
-0.6%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.18M
|
-$192K
|
-7,760
|
-8%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.17M
|
-$3.08M
|
-124,331
|
-59%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.04M
|
+$2.04M
|
+82,218
|
New
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.87M
|
+$50.7K
|
+2,043
|
+3%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.86M
|
-$27.4K
|
-1,103
|
-1%
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.84M
|
+$244K
|
+9,817
|
+15%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.76M
|
+$744
|
+30
|
+0%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.69M
|
+$1.46M
|
+58,749
|
+629%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.66M
|
-$293K
|
-11,815
|
-15%
|
|
