|
1
|
Wells Fargo
San Francisco,
California
|
$8.21M
|
-$21.1K
|
-827
|
-0.3%
|
|
|
2
|
|
$7.38M
|
+$639K
|
+25,068
|
+10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.55M
|
+$1.01M
|
+39,794
|
+22%
|
|
|
4
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.21M
|
+$101K
|
+3,984
|
+2%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$4.09M
|
+$1.21M
|
+47,665
|
+43%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.69M
|
+$948K
|
+37,201
|
+55%
|
|
|
7
|
|
$1.87M
|
+$222K
|
+8,712
|
+14%
|
|
|
8
|
|
$1.75M
|
-$1.48M
|
-58,049
|
-46%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.68M
|
+$49K
|
+1,924
|
+3%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.63M
|
+$444K
|
+17,416
|
+38%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.61M
|
+$53.6K
|
+2,103
|
+3%
|
|
|
12
|
Precedent Wealth Partners
Houston,
Texas
|
$1.53M
|
+$1.2M
|
+47,010
|
+368%
|
|
|
13
|
Sterling Financial Group
Pasadena,
California
|
$1.53M
|
+$255K
|
+10,000
|
+20%
|
|
|
14
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.21M
|
+$11.9K
|
+467
|
+1%
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$887K
|
+$93.6K
|
+3,675
|
+12%
|
|
|
16
|
Equitable Holdings
New York
|
$735K
|
+$30K
|
+1,176
|
+4%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$733K
|
+$732K
|
+28,721
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$577K
|
+$125K
|
+4,901
|
+28%
|
|
|
19
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$575K
|
+$51.7K
|
+2,031
|
+10%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$561K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$528K
|
-$63.4K
|
-2,487
|
-11%
|
|
|
22
|
Addison Advisors
Middlebury,
Vermont
|
$502K
|
+$19.9K
|
+781
|
+4%
|
|
|
23
|
Clark Asset Management
Stratham,
New Hampshire
|
$365K
|
+$137K
|
+5,387
|
+61%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$343K
|
-$127K
|
-4,972
|
-27%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$337K
|
+$560
|
+22
|
+0.2%
|
|
