|
1
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
-$903K
|
-38,212
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$481K
|
+20,365
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$1.15M
|
+48,578
|
+12%
|
|
|
4
|
|
$8.93M
|
+$1.08M
|
+45,751
|
+14%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$7.32M
|
+$97.9K
|
+4,145
|
+1%
|
|
|
6
|
|
$7.23M
|
-$142K
|
-6,026
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.24M
|
+$344K
|
+14,574
|
+7%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.15M
|
+$194K
|
+8,195
|
+4%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$5.01M
|
+$2.01K
|
+85
|
+0%
|
|
|
10
|
Hills Bank & Trust
North Liberty,
Iowa
|
$4.84M
|
+$1.91M
|
+80,752
|
+65%
|
|
|
11
|
Bank of New York Mellon
New York
|
$4.61M
|
-$105K
|
-4,446
|
-2%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.4M
|
+$340K
|
+14,390
|
+8%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$4.28M
|
+$781K
|
+33,066
|
+22%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.14M
|
+$875K
|
+37,040
|
+27%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.09M
|
+$108K
|
+4,578
|
+3%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.97M
|
-$149K
|
-6,294
|
-4%
|
|
|
17
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.87M
|
+$1.38M
|
+58,535
|
+56%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$3.86M
|
+$2.82M
|
+119,541
|
+274%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$3.75M
|
+$8.31K
|
+352
|
+0.2%
|
|
|
20
|
Coastline Complete Wealth
Bluffton,
South Carolina
|
$3.7M
|
+$3.7M
|
+156,640
|
New
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.39M
|
+$243K
|
+10,299
|
+8%
|
|
|
22
|
|
$3.27M
|
-$4.01M
|
-169,794
|
-55%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.23M
|
+$2.9M
|
+122,787
|
+902%
|
|
|
24
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.98M
|
+$566K
|
+23,972
|
+23%
|
|
|
25
|
Precedent Wealth Partners
Houston,
Texas
|
$2.89M
|
-$149K
|
-6,289
|
-5%
|
|
