|
1
|
LPL Financial
San Diego,
California
|
$10M
|
+$1.17M
|
+49,983
|
+13%
|
|
|
2
|
|
$9.72M
|
+$3.63M
|
+155,496
|
+60%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$6.9M
|
+$6.87M
|
+294,613
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.18M
|
+$361K
|
+15,469
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.99M
|
-$7.32K
|
-314
|
-0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.66M
|
+$39.2K
|
+1,683
|
+0.7%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$5.57M
|
-$327K
|
-14,006
|
-6%
|
|
|
8
|
|
$5.55M
|
+$509K
|
+21,838
|
+10%
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$5.07M
|
+$5.04M
|
+216,358
|
New
|
|
|
10
|
Central Valley Advisors
Sacramento,
California
|
$4.37M
|
+$32.2K
|
+1,381
|
+0.7%
|
|
|
11
|
Hills Bank & Trust
North Liberty,
Iowa
|
$4.27M
|
+$2.84M
|
+121,858
|
+202%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
+$415K
|
+17,783
|
+11%
|
|
|
13
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.19M
|
+$65.5K
|
+2,810
|
+2%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.93M
|
+$173K
|
+7,424
|
+5%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.9M
|
+$311K
|
+13,331
|
+9%
|
|
|
16
|
Precedent Wealth Partners
Houston,
Texas
|
$3.43M
|
+$411K
|
+17,628
|
+14%
|
|
|
17
|
VestGen Advisors
Inverness,
Illinois
|
$3.27M
|
-$44.3K
|
-1,898
|
-1%
|
|
|
18
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.08M
|
+$148K
|
+6,350
|
+5%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.97M
|
+$336K
|
+14,412
|
+13%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.77M
|
+$493K
|
+21,139
|
+22%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.69M
|
-$46.9K
|
-2,013
|
-2%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.48M
|
+$1.94M
|
+83,048
|
+363%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.35M
|
+$277K
|
+11,883
|
+13%
|
|
|
24
|
|
$2.34M
|
+$2.32M
|
+99,680
|
+31,150%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$2.33M
|
-$18.8K
|
-805
|
-0.8%
|
|
