|
1
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
+$1.47M
|
+60,141
|
+11%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.96M
|
+$1.26M
|
+51,369
|
+16%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.13M
|
-$122K
|
-5,000
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.75M
|
+$945K
|
+38,590
|
+14%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.14M
|
+$40.1K
|
+1,636
|
+0.6%
|
|
|
6
|
|
$5.91M
|
+$251K
|
+10,248
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.34M
|
+$1.03M
|
+42,028
|
+24%
|
|
|
8
|
|
$5.31M
|
-$695K
|
-28,404
|
-12%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.2M
|
-$322K
|
-13,167
|
-6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.06M
|
+$1.21M
|
+49,264
|
+31%
|
|
|
11
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.48M
|
+$1.19M
|
+48,727
|
+36%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.61M
|
+$161K
|
+6,561
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.35M
|
-$73.3K
|
-2,993
|
-2%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.79M
|
-$225K
|
-9,204
|
-7%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.7M
|
+$834K
|
+34,050
|
+45%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.59M
|
-$934K
|
-38,142
|
-27%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$2.4M
|
+$115K
|
+4,705
|
+5%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.25M
|
+$541K
|
+22,100
|
+32%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.13M
|
+$652K
|
+26,632
|
+44%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2M
|
+$440K
|
+17,955
|
+28%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.97M
|
-$33.8K
|
-1,382
|
-2%
|
|
|
22
|
Leo Wealth LLC
Hurst,
Texas
|
$1.92M
|
–
|
–
|
–
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$1.83M
|
+$333K
|
+13,588
|
+22%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.8M
|
-$53K
|
-2,164
|
-3%
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.7M
|
+$99.9K
|
+4,081
|
+6%
|
|
