|
1
|
LPL Financial
San Diego,
California
|
$9.54M
|
+$923K
|
+38,038
|
+11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$9.37M
|
+$1.75M
|
+72,132
|
+23%
|
|
|
3
|
|
$9.15M
|
+$183K
|
+7,550
|
+2%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.88M
|
+$213K
|
+8,780
|
+3%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.51M
|
-$40.4K
|
-1,666
|
-0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
+$3.32M
|
+136,960
|
+152%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.09M
|
+$222K
|
+9,167
|
+5%
|
|
|
8
|
|
$4.42M
|
+$1.93M
|
+79,443
|
+76%
|
|
|
9
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$4.29M
|
+$83.4K
|
+3,439
|
+2%
|
|
|
10
|
|
$4.12M
|
+$251K
|
+10,341
|
+6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.63M
|
+$1.11M
|
+45,912
|
+44%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.28M
|
+$180K
|
+7,410
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.85M
|
-$20.2K
|
-834
|
-0.7%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.83M
|
+$389K
|
+16,054
|
+16%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.8M
|
+$91.8K
|
+3,785
|
+3%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.74M
|
-$51.6K
|
-2,127
|
-2%
|
|
|
17
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.46M
|
-$48.5K
|
-2,000
|
-2%
|
|
|
18
|
CGN Advisors
Manhattan,
Kansas
|
$2.23M
|
+$120K
|
+4,948
|
+6%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.16M
|
+$53.2K
|
+2,194
|
+3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.11M
|
+$1.3M
|
+53,787
|
+158%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.04M
|
-$2.22M
|
-91,570
|
-52%
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.82M
|
+$474K
|
+19,533
|
+35%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$1.5M
|
-$99.9K
|
-4,116
|
-6%
|
|
|
24
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.46M
|
+$270K
|
+11,140
|
+22%
|
|
|
25
|
Equitable Holdings
New York
|
$1.39M
|
+$39.4K
|
+1,624
|
+3%
|
|
