|
1
|
Wells Fargo
San Francisco,
California
|
$8.09M
|
-$319K
|
-12,634
|
-4%
|
|
|
2
|
|
$6.63M
|
+$121K
|
+4,804
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.46M
|
+$547K
|
+21,685
|
+14%
|
|
|
4
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.04M
|
+$387K
|
+15,352
|
+11%
|
|
|
5
|
|
$3.19M
|
-$1M
|
-39,810
|
-24%
|
|
|
6
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.82M
|
+$570K
|
+22,605
|
+25%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
+$320K
|
+12,673
|
+23%
|
|
|
8
|
|
$1.62M
|
+$136K
|
+5,394
|
+9%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.61M
|
+$134K
|
+5,301
|
+9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$1.53M
|
–
|
–
|
–
|
|
|
11
|
Sterling Financial Group
Pasadena,
California
|
$1.25M
|
-$119K
|
-4,700
|
-9%
|
|
|
12
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.18M
|
+$310K
|
+12,278
|
+36%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.17M
|
+$262K
|
+10,400
|
+29%
|
|
|
14
|
Key Financial Inc
West Chester,
Pennsylvania
|
$780K
|
+$501K
|
+19,873
|
+180%
|
|
|
15
|
Equitable Holdings
New York
|
$693K
|
-$27.7K
|
-1,099
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$582K
|
+$120K
|
+4,776
|
+26%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$562K
|
-$420K
|
-16,657
|
-43%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$552K
|
+$499K
|
+19,777
|
+936%
|
|
|
19
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$514K
|
+$514K
|
+20,391
|
New
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$474K
|
-$5.3K
|
-210
|
-1%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$463K
|
+$70.6K
|
+2,801
|
+18%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$444K
|
+$39.6K
|
+1,569
|
+10%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$331K
|
+$555
|
+22
|
+0.2%
|
|
|
24
|
Precedent Wealth Partners
Houston,
Texas
|
$322K
|
+$322K
|
+12,771
|
New
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$300K
|
+$52.1K
|
+2,066
|
+21%
|
|
