|
1
|
Wells Fargo
San Francisco,
California
|
$14.1M
|
+$1.19M
|
+50,159
|
+9%
|
|
|
2
|
|
$8.9M
|
+$865K
|
+36,617
|
+11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.48M
|
+$170K
|
+7,198
|
+2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.42M
|
+$284K
|
+12,031
|
+4%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$7.08M
|
-$35K
|
-1,480
|
-0.5%
|
|
|
6
|
|
$5.81M
|
-$101K
|
-4,292
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.59M
|
+$327K
|
+13,843
|
+6%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.08M
|
-$105K
|
-4,428
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.7M
|
+$999K
|
+42,295
|
+27%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4M
|
+$604K
|
+25,555
|
+18%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$3.61M
|
+$3.62M
|
+153,244
|
New
|
|
|
12
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.16M
|
+$766K
|
+32,404
|
+32%
|
|
|
13
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3M
|
+$3.01M
|
+127,333
|
New
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.88M
|
-$38.1K
|
-1,611
|
-1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.79M
|
+$801K
|
+33,888
|
+40%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$2.59M
|
+$123K
|
+5,200
|
+5%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.44M
|
+$93.2K
|
+3,943
|
+4%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$2.19M
|
+$130K
|
+5,495
|
+6%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.18M
|
+$19.5K
|
+824
|
+0.9%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.13M
|
+$814K
|
+34,433
|
+61%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.1M
|
+$112K
|
+4,753
|
+6%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.89M
|
–
|
–
|
–
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.79M
|
+$82.8K
|
+3,506
|
+5%
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.69M
|
-$350K
|
-14,828
|
-17%
|
|
|
25
|
Precedent Wealth Partners
Houston,
Texas
|
$1.62M
|
+$64.7K
|
+2,740
|
+4%
|
|
