|
1
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$497K
|
+22,572
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$560K
|
+25,463
|
+6%
|
|
|
3
|
Hills Bank & Trust
North Liberty,
Iowa
|
$9.52M
|
+$4.13M
|
+187,718
|
+77%
|
|
|
4
|
|
$7.14M
|
+$3.28M
|
+149,208
|
+85%
|
|
|
5
|
|
$6.33M
|
+$2.59M
|
+117,737
|
+69%
|
|
|
6
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.97M
|
+$682K
|
+30,978
|
+13%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.04M
|
+$1.37M
|
+62,253
|
+37%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$4.95M
|
+$26K
|
+1,181
|
+0.5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$4.87M
|
+$1.73M
|
+78,745
|
+55%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.61M
|
+$1.36M
|
+61,735
|
+42%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$4.44M
|
+$823K
|
+37,400
|
+23%
|
|
|
12
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.13M
|
-$23.2K
|
-1,054
|
-0.6%
|
|
|
13
|
Central Valley Advisors
Sacramento,
California
|
$4.03M
|
+$66.5K
|
+3,021
|
+2%
|
|
|
14
|
Precedent Wealth Partners
Houston,
Texas
|
$3.87M
|
+$295K
|
+13,395
|
+8%
|
|
|
15
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.13M
|
-$48.5K
|
-2,205
|
-2%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$2.83M
|
+$242K
|
+11,011
|
+9%
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.79M
|
+$162K
|
+7,373
|
+6%
|
|
|
18
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.75M
|
-$65.7K
|
-2,987
|
-2%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.75M
|
+$751K
|
+34,125
|
+38%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.57M
|
+$2.16M
|
+98,135
|
+530%
|
|
|
21
|
Parkway Wealth Management
Plano,
Texas
|
$2.34M
|
+$2.34M
|
+106,432
|
New
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.33M
|
+$562K
|
+25,537
|
+32%
|
|
|
23
|
|
$2.31M
|
+$2.09M
|
+94,752
|
+948%
|
|
|
24
|
Insight Wealth Partners
Plano,
Texas
|
$2.28M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.25M
|
+$446K
|
+20,265
|
+25%
|
|
