|
1
|
Wells Fargo
San Francisco,
California
|
$8.51M
|
-$2.19M
|
-85,111
|
-20%
|
|
|
2
|
|
$6.58M
|
+$183K
|
+7,114
|
+3%
|
|
|
3
|
|
$4.24M
|
-$1.73M
|
-67,087
|
-29%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.96M
|
+$1.88M
|
+72,941
|
+89%
|
|
|
5
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.7M
|
+$385K
|
+14,947
|
+12%
|
|
|
6
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.28M
|
+$232K
|
+8,994
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.55M
|
+$255K
|
+9,906
|
+20%
|
|
|
8
|
|
$1.5M
|
+$339K
|
+13,172
|
+29%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.49M
|
+$1.5M
|
+58,394
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$885K
|
+34,382
|
+167%
|
|
|
11
|
Sterling Financial Group
Pasadena,
California
|
$1.39M
|
+$749K
|
+29,101
|
+115%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1M
|
+$341K
|
+13,241
|
+52%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$914K
|
+$624K
|
+24,248
|
+209%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$877K
|
+$159K
|
+6,170
|
+22%
|
|
|
15
|
Equitable Holdings
New York
|
$730K
|
+$737K
|
+28,606
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$639K
|
+$45.7K
|
+1,774
|
+8%
|
|
|
17
|
Addison Advisors
Middlebury,
Vermont
|
$485K
|
+$163K
|
+6,325
|
+50%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$467K
|
+$109K
|
+4,217
|
+30%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$409K
|
+$3.27K
|
+127
|
+0.8%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$397K
|
-$12.7K
|
-495
|
-3%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$335K
|
+$25.6K
|
+994
|
+8%
|
|
|
22
|
Confluence Investment Management
St. Louis,
Missouri
|
$332K
|
–
|
–
|
–
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$282K
|
+$285K
|
+11,060
|
New
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$251K
|
+$17.4K
|
+674
|
+7%
|
|
|
25
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$200K
|
–
|
–
|
–
|
|
