|
1
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$121K
|
+5,135
|
+0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$2.76M
|
+116,540
|
+27%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$12M
|
-$584K
|
-24,699
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$9.34M
|
+$4.11M
|
+173,850
|
+78%
|
|
|
5
|
|
$9.17M
|
+$244K
|
+10,299
|
+3%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$7.9M
|
+$590K
|
+24,953
|
+8%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$6.73M
|
+$2.99M
|
+126,325
|
+80%
|
|
|
8
|
|
$5.53M
|
-$1.69M
|
-71,632
|
-23%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$5.05M
|
+$40K
|
+1,690
|
+0.8%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.03M
|
-$116K
|
-4,890
|
-2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.91M
|
+$773K
|
+32,701
|
+19%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$4.83M
|
+$549K
|
+23,201
|
+13%
|
|
|
13
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.57M
|
+$1.59M
|
+67,390
|
+53%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.56M
|
+$156K
|
+6,602
|
+4%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.33M
|
+$245K
|
+10,369
|
+6%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.24M
|
+$268K
|
+11,345
|
+7%
|
|
|
17
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.98M
|
-$853K
|
-36,069
|
-18%
|
|
|
18
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$3.87M
|
+$3.88M
|
+163,857
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$3.79M
|
-$61.4K
|
-2,596
|
-2%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.68M
|
+$461K
|
+19,480
|
+14%
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.67M
|
+$3.68M
|
+155,390
|
New
|
|
|
22
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.66M
|
+$272K
|
+11,484
|
+8%
|
|
|
23
|
Precedent Wealth Partners
Houston,
Texas
|
$2.96M
|
+$69.2K
|
+2,925
|
+2%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.78M
|
+$484K
|
+20,465
|
+21%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.7M
|
+$667K
|
+28,202
|
+33%
|
|
