|
1
|
Wells Fargo
San Francisco,
California
|
$9.69M
|
+$1.37M
|
+62,982
|
+16%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.36M
|
+$322K
|
+14,781
|
+4%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$7.35M
|
+$296K
|
+13,576
|
+4%
|
|
|
4
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.37M
|
-$114K
|
-5,204
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.69M
|
+$215K
|
+9,848
|
+5%
|
|
|
6
|
|
$4.65M
|
+$2.69M
|
+123,496
|
+135%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$4.04M
|
+$327K
|
+14,970
|
+9%
|
|
|
8
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.9M
|
+$29.2K
|
+1,337
|
+0.7%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.45M
|
+$334K
|
+15,311
|
+11%
|
|
|
10
|
|
$3.4M
|
+$374K
|
+17,146
|
+12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.24M
|
+$2.35M
|
+107,800
|
+254%
|
|
|
12
|
Insight Wealth Partners
Plano,
Texas
|
$2.86M
|
-$29.5K
|
-1,353
|
-1%
|
|
|
13
|
Precedent Wealth Partners
Houston,
Texas
|
$2.8M
|
+$1.21M
|
+55,551
|
+75%
|
|
|
14
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.56M
|
+$45.3K
|
+2,075
|
+2%
|
|
|
15
|
|
$2.26M
|
+$189K
|
+8,660
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
+$293K
|
+13,424
|
+15%
|
|
|
17
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.12M
|
+$2.57K
|
+118
|
+0.1%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.04M
|
+$508K
|
+23,312
|
+33%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.96M
|
+$57.7K
|
+2,645
|
+3%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$1.95M
|
+$175K
|
+8,026
|
+10%
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.94M
|
+$690K
|
+31,642
|
+54%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$1.93M
|
+$128K
|
+5,891
|
+7%
|
|
|
23
|
VestGen Advisors
Inverness,
Illinois
|
$1.53M
|
+$1.55M
|
+70,898
|
New
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$1.4M
|
+$382K
|
+17,500
|
+37%
|
|
|
25
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.31M
|
+$93.7K
|
+4,297
|
+8%
|
|
