|
1
|
Wells Fargo
San Francisco,
California
|
$8.76M
|
-$882K
|
-41,297
|
-9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.59M
|
+$251K
|
+11,768
|
+3%
|
|
|
3
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.2M
|
-$150K
|
-7,036
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.97M
|
+$304K
|
+14,244
|
+7%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.85M
|
+$407K
|
+19,060
|
+12%
|
|
|
6
|
|
$3.44M
|
+$47.4K
|
+2,218
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.44M
|
+$203K
|
+9,496
|
+6%
|
|
|
8
|
|
$3.03M
|
-$1.59M
|
-74,467
|
-35%
|
|
|
9
|
Precedent Wealth Partners
Houston,
Texas
|
$3.02M
|
+$224K
|
+10,491
|
+8%
|
|
|
10
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.84M
|
+$893K
|
+41,823
|
+46%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.74M
|
-$1.28M
|
-59,848
|
-32%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$2.63M
|
+$602K
|
+28,193
|
+30%
|
|
|
13
|
|
$2.57M
|
+$315K
|
+14,774
|
+14%
|
|
|
14
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.55M
|
–
|
–
|
–
|
|
|
15
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.54M
|
+$1.69M
|
+79,129
|
+203%
|
|
|
16
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.53M
|
-$4.76M
|
-222,823
|
-65%
|
|
|
17
|
Insight Wealth Partners
Plano,
Texas
|
$2.26M
|
-$581K
|
-27,187
|
-21%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.23M
|
+$271K
|
+12,675
|
+14%
|
|
|
19
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.13M
|
+$15.6K
|
+732
|
+0.7%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$2.09M
|
+$151K
|
+7,090
|
+8%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$2.08M
|
+$160K
|
+7,481
|
+8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.79M
|
-$365K
|
-17,076
|
-17%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$1.77M
|
+$367K
|
+17,200
|
+26%
|
|
|
24
|
VestGen Advisors
Inverness,
Illinois
|
$1.68M
|
+$145K
|
+6,800
|
+10%
|
|
|
25
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.45M
|
-$2.42M
|
-113,316
|
-63%
|
|
