|
1
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$312K
|
+12,709
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.8M
|
+$442K
|
+18,018
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.07M
|
-$1.11M
|
-45,244
|
-14%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.8M
|
-$72.2K
|
-2,944
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.8M
|
-$799K
|
-32,576
|
-11%
|
|
|
6
|
|
$6.64M
|
+$726K
|
+29,572
|
+12%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.27M
|
-$556K
|
-22,647
|
-8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.14M
|
+$2.03M
|
+82,528
|
+49%
|
|
|
9
|
|
$6.05M
|
-$267K
|
-10,885
|
-4%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.89M
|
+$216K
|
+8,792
|
+5%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.71M
|
+$39.1K
|
+1,595
|
+0.8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
-$1.59M
|
-64,975
|
-26%
|
|
|
13
|
Central Valley Advisors
Sacramento,
California
|
$4.36M
|
+$4.37M
|
+178,060
|
New
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.98M
|
-$2.02M
|
-82,120
|
-34%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.8M
|
-$1.72K
|
-70
|
-0%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.46M
|
+$650K
|
+26,472
|
+23%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$3.33M
|
-$179K
|
-7,312
|
-5%
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.2M
|
+$80.1K
|
+3,265
|
+3%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.69M
|
-$2.34M
|
-95,559
|
-46%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.65M
|
-$31.8K
|
-1,295
|
-1%
|
|
|
21
|
Asset Dedication LLC
San Francisco,
California
|
$2.45M
|
-$47.6K
|
-1,938
|
-2%
|
|
|
22
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.37M
|
-$246K
|
-10,025
|
-9%
|
|
|
23
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.32M
|
+$716K
|
+29,196
|
+45%
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.12M
|
+$30.3K
|
+1,236
|
+1%
|
|
|
25
|
Precedent Wealth Partners
Houston,
Texas
|
$2.04M
|
+$423K
|
+17,252
|
+26%
|
|
