|
1
|
|
$12.6M
|
-$104K
|
-4,470
|
-0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$117K
|
+5,028
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10M
|
+$2.05M
|
+87,575
|
+26%
|
|
|
4
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$7.41M
|
+$852K
|
+36,492
|
+13%
|
|
|
5
|
|
$6.9M
|
+$469K
|
+20,082
|
+7%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$6.66M
|
–
|
–
|
–
|
|
|
7
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.22M
|
-$206K
|
-8,829
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$6.04M
|
+$618K
|
+26,484
|
+11%
|
|
|
9
|
VestGen Advisors
Inverness,
Illinois
|
$4.74M
|
+$110K
|
+4,705
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.29M
|
+$385K
|
+16,483
|
+10%
|
|
|
11
|
Central Valley Advisors
Sacramento,
California
|
$4.29M
|
-$62.1K
|
-2,659
|
-1%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.28M
|
-$7.15K
|
-306
|
-0.2%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.99M
|
+$275K
|
+11,784
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.91M
|
-$245K
|
-10,504
|
-6%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.87M
|
+$229K
|
+9,799
|
+6%
|
|
|
16
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.47M
|
-$226K
|
-9,694
|
-6%
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.3M
|
+$3.28M
|
+140,666
|
New
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.12M
|
+$956K
|
+40,933
|
+44%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
-$306K
|
-13,096
|
-9%
|
|
|
20
|
Precedent Wealth Partners
Houston,
Texas
|
$3.02M
|
+$316K
|
+13,538
|
+12%
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.83M
|
+$970K
|
+41,543
|
+53%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$2.51M
|
+$45.4K
|
+1,943
|
+2%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.46M
|
-$214K
|
-9,158
|
-8%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.09M
|
+$181K
|
+7,747
|
+10%
|
|
|
25
|
|
$2.09M
|
+$2.08M
|
+89,011
|
New
|
|
