|
1
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$3.24M
|
+132,416
|
+33%
|
|
|
2
|
|
$11.5M
|
+$689K
|
+28,188
|
+6%
|
|
|
3
|
|
$9.56M
|
+$8.63M
|
+352,986
|
+886%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.12M
|
+$83.6K
|
+3,421
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.64M
|
-$1.16M
|
-47,342
|
-13%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.17M
|
+$84.5K
|
+3,458
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.72M
|
+$391K
|
+15,984
|
+6%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.51M
|
-$20.4K
|
-833
|
-0.4%
|
|
|
9
|
|
$5.05M
|
+$597K
|
+24,437
|
+13%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.75M
|
+$350K
|
+14,311
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.7M
|
-$1.28M
|
-52,343
|
-21%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.92M
|
+$666K
|
+27,226
|
+20%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.44M
|
+$48.4K
|
+1,980
|
+1%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.33M
|
+$474K
|
+19,395
|
+17%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.02M
|
+$73K
|
+2,988
|
+2%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.87M
|
+$54.3K
|
+2,223
|
+2%
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.73M
|
+$204K
|
+8,347
|
+8%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$2.3M
|
+$215K
|
+8,791
|
+10%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.06M
|
-$8.12K
|
-332
|
-0.4%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2M
|
+$743K
|
+30,385
|
+59%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.98M
|
+$1.98M
|
+80,984
|
New
|
|
|
22
|
Leo Wealth LLC
Hurst,
Texas
|
$1.9M
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.75M
|
+$309K
|
+12,650
|
+21%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$1.75M
|
-$693K
|
-28,367
|
-28%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.7M
|
-$169K
|
-6,900
|
-9%
|
|
