|
1
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$1.38M
|
+58,218
|
+12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.37M
|
+$1.18M
|
+50,005
|
+17%
|
|
|
3
|
|
$8.09M
|
+$221K
|
+9,359
|
+3%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.19M
|
+$906K
|
+38,343
|
+14%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$7.16M
|
+$53.4K
|
+2,258
|
+0.8%
|
|
|
6
|
|
$5.95M
|
+$215K
|
+9,077
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.31M
|
+$1.46M
|
+61,915
|
+38%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.23M
|
-$323K
|
-13,679
|
-6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
+$1.05M
|
+44,472
|
+39%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.42M
|
+$1.23M
|
+52,125
|
+57%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.94M
|
-$86.8K
|
-3,674
|
-3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.61M
|
-$857K
|
-36,256
|
-25%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$2.48M
|
+$238K
|
+10,070
|
+11%
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.42M
|
+$602K
|
+25,465
|
+33%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.34M
|
+$290K
|
+12,258
|
+14%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.18M
|
+$159K
|
+6,742
|
+8%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$2.08M
|
+$88.3K
|
+3,736
|
+4%
|
|
|
18
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.05M
|
-$33.8K
|
-1,431
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.01M
|
+$473K
|
+20,016
|
+31%
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2M
|
+$766K
|
+32,424
|
+63%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.9M
|
+$1.89M
|
+80,000
|
New
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.72M
|
-$111K
|
-4,705
|
-6%
|
|
|
23
|
Precedent Wealth Partners
Houston,
Texas
|
$1.57M
|
+$282K
|
+11,943
|
+22%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.52M
|
-$123K
|
-5,225
|
-8%
|
|
|
25
|
CGN Advisors
Manhattan,
Kansas
|
$1.45M
|
-$3K
|
-127
|
-0.2%
|
|
