|
1
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$937K
|
+38,583
|
+7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.19M
|
+$86.3K
|
+3,554
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.64M
|
+$12K
|
+494
|
+0.2%
|
|
|
4
|
|
$7.11M
|
-$2.43M
|
-100,141
|
-25%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.04M
|
-$110K
|
-4,532
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.75M
|
+$35.9K
|
+1,479
|
+0.5%
|
|
|
7
|
|
$5.95M
|
-$5.56M
|
-228,770
|
-48%
|
|
|
8
|
|
$5.62M
|
+$578K
|
+23,784
|
+11%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.48M
|
-$20.7K
|
-853
|
-0.4%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.68M
|
-$57.4K
|
-2,362
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
-$407K
|
-16,761
|
-9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.82M
|
+$500K
|
+20,563
|
+15%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.49M
|
+$60.2K
|
+2,479
|
+2%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.42M
|
-$485K
|
-19,964
|
-12%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.39M
|
+$382K
|
+15,721
|
+13%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.26M
|
+$530K
|
+21,832
|
+19%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.99M
|
+$120K
|
+4,930
|
+4%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$2.26M
|
-$33.9K
|
-1,397
|
-1%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.99M
|
-$70K
|
-2,882
|
-3%
|
|
|
20
|
Leo Wealth LLC
Hurst,
Texas
|
$1.9M
|
–
|
–
|
–
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.85M
|
+$368K
|
+15,151
|
+25%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.84M
|
-$161K
|
-6,616
|
-8%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.7M
|
+$630K
|
+25,939
|
+59%
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.65M
|
-$52.2K
|
-2,150
|
-3%
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.58M
|
+$50.2K
|
+2,065
|
+3%
|
|
