|
1
|
Wells Fargo
San Francisco,
California
|
$9.33M
|
+$166K
|
+7,120
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$6.32M
|
-$1.6M
|
-68,545
|
-20%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.61M
|
-$54.8K
|
-2,352
|
-1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.31M
|
+$2.9M
|
+124,390
|
+126%
|
|
|
5
|
|
$4.53M
|
+$1.73M
|
+74,468
|
+64%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.26M
|
+$382K
|
+16,415
|
+14%
|
|
|
7
|
|
$3.04M
|
+$684K
|
+29,361
|
+30%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.97M
|
+$2.91M
|
+125,152
|
New
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.86M
|
+$38.2K
|
+1,641
|
+1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.86M
|
+$1.11M
|
+47,833
|
+66%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
+$879K
|
+37,742
|
+56%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$2.34M
|
+$223K
|
+9,596
|
+11%
|
|
|
13
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.14M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.11M
|
+$637K
|
+27,339
|
+44%
|
|
|
15
|
Asset Dedication LLC
San Francisco,
California
|
$2.03M
|
+$117K
|
+5,011
|
+6%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.81M
|
-$792K
|
-34,004
|
-31%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.78M
|
+$1.75M
|
+75,009
|
New
|
|
|
18
|
|
$1.76M
|
-$2.55M
|
-109,630
|
-60%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.65M
|
+$362K
|
+15,562
|
+29%
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.64M
|
+$247K
|
+10,600
|
+18%
|
|
|
21
|
Farmers National Bank
Danville,
Kentucky
|
$1.53M
|
-$131K
|
-5,639
|
-8%
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.48M
|
+$338K
|
+14,531
|
+31%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
+$47.6K
|
+2,045
|
+4%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.25M
|
+$1.23M
|
+52,682
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.21M
|
+$1.19M
|
+51,101
|
New
|
|
