|
1
|
Wells Fargo
San Francisco,
California
|
$6.91M
|
-$737K
|
-33,736
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.27M
|
+$387K
|
+17,725
|
+8%
|
|
|
3
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.14M
|
+$279K
|
+12,792
|
+7%
|
|
|
4
|
Insight Wealth Partners
Plano,
Texas
|
$2.96M
|
-$41.5K
|
-1,898
|
-1%
|
|
|
5
|
|
$2.83M
|
+$422K
|
+19,314
|
+17%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.8M
|
-$99.8K
|
-4,570
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.49M
|
+$183K
|
+8,395
|
+8%
|
|
|
8
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.4M
|
+$544K
|
+24,925
|
+29%
|
|
|
9
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.14M
|
+$191K
|
+8,752
|
+10%
|
|
|
10
|
|
$2.05M
|
-$712K
|
-32,598
|
-26%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$1.81M
|
+$367K
|
+16,787
|
+25%
|
|
|
12
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.79M
|
+$243K
|
+11,114
|
+16%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$1.51M
|
+$221K
|
+10,114
|
+17%
|
|
|
14
|
|
$1.34M
|
+$471K
|
+21,564
|
+54%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$1.28M
|
-$183K
|
-8,390
|
-12%
|
|
|
16
|
Precedent Wealth Partners
Houston,
Texas
|
$1.28M
|
+$187K
|
+8,581
|
+17%
|
|
|
17
|
Flow Traders U.S.
New York
|
$1.2M
|
+$1.2M
|
+54,930
|
New
|
|
|
18
|
Farmers National Bank
Danville,
Kentucky
|
$1.14M
|
-$5.72K
|
-262
|
-0.5%
|
|
|
19
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.14M
|
+$352K
|
+16,127
|
+45%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$958K
|
+$148K
|
+6,763
|
+18%
|
|
|
21
|
Clark Asset Management
Stratham,
New Hampshire
|
$890K
|
+$616K
|
+28,190
|
+222%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$732K
|
+$80.6K
|
+3,688
|
+12%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$683K
|
+$72.7K
|
+3,326
|
+12%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$667K
|
+$115K
|
+5,266
|
+21%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$546K
|
+$136K
|
+6,241
|
+33%
|
|
