|
1
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$177K
|
+7,565
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$1.83M
|
+77,961
|
+18%
|
|
|
3
|
|
$10.9M
|
-$1.07M
|
-45,435
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.03M
|
+$1.1M
|
+46,886
|
+16%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$7.04M
|
-$74.9K
|
-3,193
|
-1%
|
|
|
6
|
|
$6.98M
|
+$284K
|
+12,121
|
+4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.88M
|
-$401K
|
-17,097
|
-6%
|
|
|
8
|
Bank of New York Mellon
New York
|
$4.63M
|
-$269K
|
-11,455
|
-6%
|
|
|
9
|
Central Valley Advisors
Sacramento,
California
|
$4.3M
|
-$62.7K
|
-2,671
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.19M
|
-$107K
|
-4,574
|
-3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.01M
|
-$340K
|
-14,477
|
-8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.01M
|
-$970K
|
-41,370
|
-20%
|
|
|
13
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.89M
|
+$401K
|
+17,116
|
+12%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.79M
|
+$219K
|
+9,348
|
+6%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.75M
|
+$153K
|
+6,507
|
+4%
|
|
|
16
|
VestGen Advisors
Inverness,
Illinois
|
$3.53M
|
+$48.3K
|
+2,057
|
+1%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.51M
|
+$859K
|
+36,607
|
+33%
|
|
|
18
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.11M
|
+$225K
|
+9,608
|
+8%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$3.1M
|
+$392K
|
+16,708
|
+15%
|
|
|
20
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.06M
|
+$948K
|
+40,428
|
+45%
|
|
|
21
|
Precedent Wealth Partners
Houston,
Texas
|
$2.62M
|
+$236K
|
+10,046
|
+10%
|
|
|
22
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.61M
|
-$82.1K
|
-3,502
|
-3%
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.46M
|
+$145K
|
+6,166
|
+6%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.11M
|
+$207K
|
+8,826
|
+11%
|
|
|
25
|
|
$1.99M
|
-$708K
|
-30,185
|
-26%
|
|
