|
1
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
-$1.5M
|
-63,648
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.9M
|
-$1.08M
|
-45,659
|
-9%
|
|
|
3
|
|
$9.94M
|
+$808K
|
+34,265
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.83M
|
-$3.24M
|
-137,413
|
-25%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$7.9M
|
+$30.7K
|
+1,303
|
+0.4%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$6.89M
|
+$2.34M
|
+99,149
|
+51%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.14M
|
+$1.61M
|
+68,126
|
+35%
|
|
|
8
|
|
$5.84M
|
+$328K
|
+13,917
|
+6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.19M
|
+$181K
|
+7,660
|
+4%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.19M
|
+$964K
|
+40,887
|
+23%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$4.86M
|
+$55.6K
|
+2,359
|
+1%
|
|
|
12
|
HUB Investment Partners
Austin,
Texas
|
$4.74M
|
+$4.37M
|
+185,510
|
+1,176%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.65M
|
+$334K
|
+14,159
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.46M
|
-$4.86M
|
-206,013
|
-52%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.17M
|
-$728K
|
-30,874
|
-15%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.98M
|
+$315K
|
+13,355
|
+9%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$3.94M
|
-$2.78M
|
-117,757
|
-41%
|
|
|
18
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.68M
|
+$35.6K
|
+1,508
|
+1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.66M
|
-$121K
|
-5,145
|
-3%
|
|
|
20
|
Summit Financial
Parsippany,
New Jersey
|
$3.64M
|
-$1.39M
|
-58,947
|
-28%
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.27M
|
-$384K
|
-16,301
|
-10%
|
|
|
22
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.23M
|
-$745K
|
-31,582
|
-19%
|
|
|
23
|
Precedent Wealth Partners
Houston,
Texas
|
$3.01M
|
+$54.8K
|
+2,325
|
+2%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.9M
|
+$212K
|
+9,004
|
+8%
|
|
|
25
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$2.64M
|
-$1.22M
|
-51,927
|
-32%
|
|
