|
1
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
-$117K
|
-5,347
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$670K
|
+30,591
|
+7%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$8.88M
|
-$1.22M
|
-55,714
|
-12%
|
|
|
4
|
|
$7.18M
|
-$293K
|
-13,396
|
-4%
|
|
|
5
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$7M
|
+$519K
|
+23,685
|
+8%
|
|
|
6
|
|
$6.91M
|
-$371K
|
-16,941
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.31M
|
+$442K
|
+20,198
|
+8%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.04M
|
+$6.04M
|
+275,686
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$6.04M
|
+$1.45M
|
+66,369
|
+32%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.51M
|
+$1.07M
|
+48,821
|
+24%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
-$1.03M
|
-47,125
|
-16%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$5.28M
|
+$248K
|
+11,341
|
+5%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.76M
|
+$107K
|
+4,904
|
+2%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$4.42M
|
–
|
–
|
–
|
|
|
15
|
Precedent Wealth Partners
Houston,
Texas
|
$4.38M
|
+$293K
|
+13,387
|
+7%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.99M
|
+$773K
|
+35,270
|
+24%
|
|
|
17
|
Central Valley Advisors
Sacramento,
California
|
$3.81M
|
-$153K
|
-6,989
|
-4%
|
|
|
18
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.66M
|
+$93.8K
|
+4,280
|
+3%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.19M
|
+$590K
|
+26,928
|
+23%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$2.98M
|
+$151K
|
+6,880
|
+5%
|
|
|
21
|
Parkway Wealth Management
Plano,
Texas
|
$2.55M
|
+$69.7K
|
+3,184
|
+3%
|
|
|
22
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.51M
|
-$184K
|
-8,378
|
-7%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.48M
|
+$155K
|
+7,057
|
+7%
|
|
|
24
|
Clark Asset Management
Stratham,
New Hampshire
|
$2.47M
|
+$515K
|
+23,493
|
+26%
|
|
|
25
|
Insight Wealth Partners
Plano,
Texas
|
$2.27M
|
–
|
–
|
–
|
|
