|
1
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$199K
|
+8,103
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.94M
|
-$644K
|
-26,275
|
-6%
|
|
|
3
|
|
$7.88M
|
+$759K
|
+30,975
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.39M
|
-$270K
|
-10,996
|
-4%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.03M
|
-$538K
|
-21,931
|
-8%
|
|
|
6
|
|
$4.87M
|
-$193K
|
-7,888
|
-4%
|
|
|
7
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.69M
|
+$267K
|
+10,891
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.61M
|
-$1.13M
|
-46,100
|
-20%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.59M
|
-$55.5K
|
-2,266
|
-1%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.56M
|
-$192K
|
-7,815
|
-4%
|
|
|
11
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.36M
|
-$277K
|
-11,316
|
-6%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.68M
|
+$21.2K
|
+864
|
+0.6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.66M
|
-$248K
|
-10,137
|
-6%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$3.44M
|
-$206K
|
-8,420
|
-6%
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$3.43M
|
-$21.2K
|
-866
|
-0.6%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$3.09M
|
+$236K
|
+9,616
|
+8%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.78M
|
-$112K
|
-4,552
|
-4%
|
|
|
18
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.6M
|
-$202K
|
-8,251
|
-7%
|
|
|
19
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.28M
|
-$20.3K
|
-829
|
-0.9%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.1M
|
–
|
–
|
–
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.03M
|
-$109K
|
-4,466
|
-5%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$2M
|
-$45.8K
|
-1,870
|
-2%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.88M
|
+$37.5K
|
+1,529
|
+2%
|
|
|
24
|
|
$1.84M
|
-$648K
|
-26,434
|
-26%
|
|
|
25
|
Precedent Wealth Partners
Houston,
Texas
|
$1.72M
|
-$172K
|
-7,038
|
-9%
|
|
