|
1
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$368K
|
+16,624
|
+3%
|
|
|
2
|
Hills Bank & Trust
North Liberty,
Iowa
|
$10.1M
|
+$631K
|
+28,535
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.48M
|
-$562K
|
-25,428
|
-6%
|
|
|
4
|
|
$7.44M
|
+$374K
|
+16,905
|
+5%
|
|
|
5
|
|
$7.24M
|
+$993K
|
+44,892
|
+16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$6.46M
|
+$1.48M
|
+66,986
|
+29%
|
|
|
7
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$6.45M
|
+$538K
|
+24,340
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.84M
|
+$950K
|
+42,944
|
+19%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$5M
|
+$183K
|
+8,282
|
+4%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.63M
|
+$2.11M
|
+95,462
|
+82%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$4.56M
|
+$1.06K
|
+48
|
+0%
|
|
|
12
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.42M
|
+$336K
|
+15,181
|
+8%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$4.4M
|
–
|
–
|
–
|
|
|
14
|
Precedent Wealth Partners
Houston,
Texas
|
$4.06M
|
+$239K
|
+10,784
|
+6%
|
|
|
15
|
Central Valley Advisors
Sacramento,
California
|
$3.94M
|
-$52.9K
|
-2,392
|
-1%
|
|
|
16
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.55M
|
+$456K
|
+20,619
|
+15%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.2M
|
+$491K
|
+22,188
|
+18%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2.82M
|
+$18.1K
|
+816
|
+0.6%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.68M
|
-$40.4K
|
-1,826
|
-1%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.59M
|
+$284K
|
+12,822
|
+12%
|
|
|
21
|
Parkway Wealth Management
Plano,
Texas
|
$2.49M
|
+$149K
|
+6,756
|
+6%
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.48M
|
-$281K
|
-12,715
|
-10%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31M
|
+$83.9K
|
+3,792
|
+4%
|
|
|
24
|
Insight Wealth Partners
Plano,
Texas
|
$2.26M
|
–
|
–
|
–
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.08M
|
+$25.4K
|
+1,148
|
+1%
|
|
