|
1
|
|
$13M
|
+$1.32M
|
+52,616
|
+11%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$928K
|
+37,049
|
+9%
|
|
|
3
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$7.08M
|
+$1.07M
|
+42,899
|
+18%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$7.02M
|
+$4.3M
|
+171,728
|
+160%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$6.89M
|
+$1.2M
|
+48,052
|
+21%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.87M
|
-$91K
|
-3,635
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.74M
|
+$745K
|
+29,740
|
+15%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.96M
|
-$386K
|
-15,413
|
-7%
|
|
|
9
|
Precedent Wealth Partners
Houston,
Texas
|
$4.35M
|
+$296K
|
+11,806
|
+7%
|
|
|
10
|
|
$4.35M
|
+$85.9K
|
+3,430
|
+2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$3.96M
|
+$286K
|
+11,427
|
+8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.86M
|
+$366K
|
+14,637
|
+11%
|
|
|
13
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.61M
|
+$702K
|
+28,020
|
+24%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.16M
|
+$213K
|
+8,505
|
+7%
|
|
|
15
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.02M
|
+$147K
|
+5,864
|
+5%
|
|
|
16
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.02M
|
+$179K
|
+7,169
|
+6%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.91M
|
+$1.15M
|
+45,888
|
+66%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2.74M
|
+$18K
|
+718
|
+0.7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.71M
|
+$440K
|
+17,563
|
+19%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$2.43M
|
-$234K
|
-9,336
|
-9%
|
|
|
21
|
Clark Asset Management
Stratham,
New Hampshire
|
$2.23M
|
+$488K
|
+19,473
|
+28%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.02M
|
+$369K
|
+14,746
|
+23%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.59M
|
+$367K
|
+14,644
|
+30%
|
|
|
24
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.37M
|
+$132K
|
+5,282
|
+11%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.27M
|
+$483K
|
+19,306
|
+62%
|
|
