|
1
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$69.8K
|
+2,962
|
+0.5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$232K
|
+9,850
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$9.21M
|
+$1.15M
|
+49,000
|
+14%
|
|
|
4
|
|
$7.84M
|
+$848K
|
+35,981
|
+12%
|
|
|
5
|
|
$7.36M
|
-$3.55M
|
-150,805
|
-33%
|
|
|
6
|
|
$7.28M
|
+$7.26M
|
+308,022
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$7.21M
|
+$150K
|
+6,365
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.88M
|
-$12.5K
|
-532
|
-0.2%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$5.01M
|
+$5M
|
+211,934
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.94M
|
+$930K
|
+39,447
|
+23%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.89M
|
+$684K
|
+29,012
|
+16%
|
|
|
12
|
Bank of New York Mellon
New York
|
$4.71M
|
+$68.4K
|
+2,900
|
+1%
|
|
|
13
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.12M
|
+$212K
|
+9,013
|
+5%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.06M
|
+$537K
|
+22,772
|
+15%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.97M
|
+$176K
|
+7,483
|
+5%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$3.74M
|
-$17K
|
-720
|
-0.5%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$3.5M
|
+$387K
|
+16,417
|
+12%
|
|
|
18
|
VestGen Advisors
Inverness,
Illinois
|
$3.45M
|
-$90.5K
|
-3,838
|
-3%
|
|
|
19
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.34M
|
+$221K
|
+9,378
|
+7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.26M
|
-$755K
|
-32,033
|
-19%
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.14M
|
+$70.6K
|
+2,994
|
+2%
|
|
|
22
|
Precedent Wealth Partners
Houston,
Texas
|
$3.04M
|
+$415K
|
+17,592
|
+16%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.93M
|
+$1.08M
|
+45,760
|
+59%
|
|
|
24
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.49M
|
-$131K
|
-5,572
|
-5%
|
|
|
25
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.41M
|
-$49.9K
|
-2,115
|
-2%
|
|
