|
1
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
+$1.29M
|
+52,528
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.37M
|
+$407K
|
+16,608
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.19M
|
+$435K
|
+17,727
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.6M
|
+$2.54M
|
+103,557
|
+50%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.88M
|
-$1.26M
|
-51,199
|
-15%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.83M
|
-$319K
|
-12,995
|
-4%
|
|
|
7
|
|
$6.33M
|
+$1.02M
|
+41,495
|
+19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$6.17M
|
+$819K
|
+33,369
|
+15%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.99M
|
+$1.52M
|
+61,838
|
+34%
|
|
|
10
|
|
$5.92M
|
+$1.13K
|
+46
|
+0%
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.04M
|
-$167K
|
-6,822
|
-3%
|
|
|
12
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.68M
|
+$4.68M
|
+190,958
|
New
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.67M
|
+$1.06M
|
+43,087
|
+29%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.13M
|
+$781K
|
+31,816
|
+23%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.8M
|
+$1.81M
|
+73,590
|
+90%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$3.52M
|
+$3.52M
|
+143,501
|
New
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.12M
|
+$991K
|
+40,395
|
+46%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.81M
|
+$23.3K
|
+951
|
+0.8%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.69M
|
-$16.3K
|
-663
|
-0.6%
|
|
|
20
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.61M
|
+$1.3M
|
+52,956
|
+99%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$2.5M
|
+$106K
|
+4,339
|
+4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$2.44M
|
+$181K
|
+7,385
|
+8%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.1M
|
+$400K
|
+16,301
|
+24%
|
|
|
24
|
Leo Wealth LLC
Hurst,
Texas
|
$1.92M
|
–
|
–
|
–
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.87M
|
+$72.3K
|
+2,946
|
+4%
|
|
