|
1
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$804K
|
+33,986
|
+6%
|
|
|
2
|
|
$12M
|
+$3.09M
|
+130,475
|
+35%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.99M
|
+$1.5M
|
+63,309
|
+18%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.29M
|
-$141K
|
-5,953
|
-2%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$7.13M
|
+$45.9K
|
+1,939
|
+0.6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.94M
|
+$1.34M
|
+56,453
|
+24%
|
|
|
7
|
|
$6.7M
|
+$888K
|
+37,518
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.99M
|
+$285K
|
+12,048
|
+6%
|
|
|
9
|
Bank of New York Mellon
New York
|
$4.91M
|
+$4.92M
|
+207,984
|
New
|
|
|
10
|
Central Valley Advisors
Sacramento,
California
|
$4.37M
|
+$4.38M
|
+185,095
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.36M
|
+$1.56M
|
+66,114
|
+56%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$306K
|
+12,938
|
+8%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.6M
|
-$15.9K
|
-674
|
-0.4%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.57M
|
+$690K
|
+29,176
|
+24%
|
|
|
15
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.5M
|
+$333K
|
+14,070
|
+10%
|
|
|
16
|
VestGen Advisors
Inverness,
Illinois
|
$3.49M
|
+$3.5M
|
+147,811
|
New
|
|
|
17
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.89M
|
-$115K
|
-4,882
|
-4%
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$2.71M
|
+$120K
|
+5,081
|
+5%
|
|
|
19
|
|
$2.71M
|
+$2.4M
|
+101,283
|
+754%
|
|
|
20
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.7M
|
-$2.4M
|
-101,391
|
-47%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.66M
|
+$518K
|
+21,906
|
+24%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.48M
|
+$39.8K
|
+1,682
|
+2%
|
|
|
23
|
Precedent Wealth Partners
Houston,
Texas
|
$2.39M
|
+$765K
|
+32,335
|
+47%
|
|
|
24
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.32M
|
+$217K
|
+9,165
|
+10%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$2.2M
|
+$970
|
+41
|
+0%
|
|
