|
1
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
-$1.66M
|
-67,989
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$767K
|
+31,346
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.67M
|
+$579K
|
+23,631
|
+8%
|
|
|
4
|
|
$7.12M
|
+$470K
|
+19,178
|
+7%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.58M
|
-$245K
|
-10,018
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.75M
|
-$412K
|
-16,834
|
-7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.24M
|
-$1.04M
|
-42,365
|
-17%
|
|
|
8
|
|
$5.07M
|
-$996K
|
-40,671
|
-16%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.75M
|
+$35.6K
|
+1,455
|
+0.8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.65M
|
-$2.16M
|
-88,207
|
-32%
|
|
|
11
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.64M
|
-$259K
|
-10,575
|
-5%
|
|
|
12
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.43M
|
+$438K
|
+17,874
|
+11%
|
|
|
13
|
Central Valley Advisors
Sacramento,
California
|
$4.31M
|
-$62.9K
|
-2,568
|
-1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.92M
|
-$662K
|
-27,045
|
-14%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.66M
|
+$194K
|
+7,919
|
+6%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$3.65M
|
+$304K
|
+12,431
|
+9%
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.45M
|
+$245K
|
+10,005
|
+8%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.89M
|
+$235K
|
+9,588
|
+9%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$2.86M
|
+$400K
|
+16,348
|
+16%
|
|
|
20
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.8M
|
+$479K
|
+19,569
|
+21%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.62M
|
-$83.4K
|
-3,408
|
-3%
|
|
|
22
|
|
$2.49M
|
+$682K
|
+27,844
|
+38%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.3M
|
+$256K
|
+10,458
|
+13%
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.14M
|
+$14.2K
|
+578
|
+0.7%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.1M
|
+$92K
|
+3,758
|
+5%
|
|
