|
1
|
Wells Fargo
San Francisco,
California
|
$7.77M
|
+$1.11M
|
+49,753
|
+17%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.97M
|
+$1.62M
|
+72,774
|
+48%
|
|
|
3
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.92M
|
+$317K
|
+14,232
|
+9%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$3.05M
|
-$691K
|
-31,047
|
-18%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.95M
|
–
|
–
|
–
|
|
|
6
|
|
$2.8M
|
+$2.14M
|
+96,374
|
+318%
|
|
|
7
|
|
$2.44M
|
+$276K
|
+12,417
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
+$884K
|
+39,743
|
+60%
|
|
|
9
|
Pineridge Advisors
St. Charles,
Missouri
|
$1.98M
|
-$780K
|
-35,074
|
-28%
|
|
|
10
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.89M
|
+$17.2K
|
+775
|
+0.9%
|
|
|
11
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.57M
|
+$98.7K
|
+4,434
|
+7%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$1.49M
|
-$737K
|
-33,128
|
-33%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.47M
|
+$362K
|
+16,279
|
+32%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$1.31M
|
-$1.89M
|
-85,161
|
-59%
|
|
|
15
|
Farmers National Bank
Danville,
Kentucky
|
$1.17M
|
-$25.3K
|
-1,138
|
-2%
|
|
|
16
|
Precedent Wealth Partners
Houston,
Texas
|
$1.11M
|
+$271K
|
+12,169
|
+32%
|
|
|
17
|
|
$881K
|
+$478K
|
+21,475
|
+117%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$824K
|
+$82.9K
|
+3,728
|
+11%
|
|
|
19
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$798K
|
+$58K
|
+2,605
|
+8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$682K
|
-$68.3K
|
-3,068
|
-9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$662K
|
+$53.6K
|
+2,408
|
+9%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$620K
|
+$109K
|
+4,903
|
+21%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$597K
|
+$598K
|
+26,865
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$561K
|
+$109K
|
+4,920
|
+24%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$547K
|
+$550K
|
+24,721
|
New
|
|
