|
1
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
+$862K
|
+36,701
|
+8%
|
|
|
2
|
|
$7.79M
|
-$2.69M
|
-114,640
|
-26%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.11M
|
+$263K
|
+11,190
|
+4%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$7.04M
|
+$7.03M
|
+299,437
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.22M
|
+$642K
|
+27,331
|
+12%
|
|
|
6
|
|
$5.68M
|
+$560K
|
+23,831
|
+11%
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.49M
|
-$29.5K
|
-1,258
|
-0.5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.8M
|
+$194K
|
+8,262
|
+5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.43M
|
+$69.6K
|
+2,964
|
+2%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3M
|
+$116K
|
+4,937
|
+4%
|
|
|
11
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.94M
|
-$32.4K
|
-1,380
|
-1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.65M
|
+$85.1K
|
+3,623
|
+3%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$2.22M
|
+$111K
|
+4,710
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.16M
|
-$341K
|
-14,527
|
-14%
|
|
|
15
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.07M
|
-$40.2K
|
-1,712
|
-2%
|
|
|
16
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.04M
|
+$2.04M
|
+87,011
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2M
|
+$298K
|
+12,672
|
+18%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$1.97M
|
+$92.9K
|
+3,956
|
+5%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.81M
|
-$55.4K
|
-2,359
|
-3%
|
|
|
20
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.79M
|
+$243K
|
+10,363
|
+16%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.63M
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.52M
|
+$87.7K
|
+3,734
|
+6%
|
|
|
23
|
Farmers National Bank
Danville,
Kentucky
|
$1.51M
|
-$20.4K
|
-868
|
-1%
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$1.44M
|
-$183K
|
-7,782
|
-11%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.42M
|
+$104K
|
+4,448
|
+8%
|
|
