|
1
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$1.45M
|
+61,384
|
+16%
|
|
|
2
|
|
$10.5M
|
+$7.53M
|
+318,322
|
+249%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.87M
|
+$595K
|
+25,147
|
+9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.59M
|
+$325K
|
+13,722
|
+6%
|
|
|
5
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.54M
|
-$23.7K
|
-1,000
|
-0.4%
|
|
|
6
|
|
$5.13M
|
+$646K
|
+27,302
|
+14%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.61M
|
+$781K
|
+33,019
|
+27%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.37M
|
+$137K
|
+5,774
|
+4%
|
|
|
9
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.98M
|
+$30K
|
+1,266
|
+1%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.89M
|
+$52.6K
|
+2,223
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.57M
|
+$476K
|
+20,108
|
+23%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.51M
|
+$40.7K
|
+1,721
|
+2%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$2.12M
|
+$106K
|
+4,462
|
+5%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.11M
|
-$8.14K
|
-344
|
-0.4%
|
|
|
15
|
|
$2.02M
|
+$274K
|
+11,599
|
+16%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.89M
|
+$1.89M
|
+80,000
|
New
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.88M
|
+$116K
|
+4,919
|
+7%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.87M
|
+$633K
|
+26,757
|
+51%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.7M
|
-$88.7K
|
-3,750
|
-5%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.63M
|
–
|
–
|
–
|
|
|
21
|
CGN Advisors
Manhattan,
Kansas
|
$1.62M
|
-$699K
|
-29,535
|
-30%
|
|
|
22
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.55M
|
+$89.7K
|
+3,789
|
+6%
|
|
|
23
|
Farmers National Bank
Danville,
Kentucky
|
$1.53M
|
+$11.8K
|
+497
|
+0.8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
+$121K
|
+5,113
|
+9%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.32M
|
+$121K
|
+5,099
|
+10%
|
|
