|
1
|
|
$7.8M
|
+$585K
|
+23,118
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.78M
|
-$253K
|
-9,988
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$7.63M
|
+$2.21M
|
+87,455
|
+40%
|
|
|
4
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.5M
|
+$1.52M
|
+59,844
|
+38%
|
|
|
5
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.2M
|
+$84K
|
+3,317
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.75M
|
+$121K
|
+4,797
|
+5%
|
|
|
7
|
|
$2.13M
|
+$419K
|
+16,527
|
+24%
|
|
|
8
|
Sterling Financial Group
Pasadena,
California
|
$2.02M
|
+$530K
|
+20,933
|
+35%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$1.94M
|
+$1.96M
|
+77,196
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.86M
|
+$263K
|
+10,368
|
+16%
|
|
|
11
|
|
$1.71M
|
-$120K
|
-4,720
|
-6%
|
|
|
12
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.61M
|
+$1.63M
|
+64,287
|
New
|
|
|
13
|
Precedent Wealth Partners
Houston,
Texas
|
$1.6M
|
+$104K
|
+4,126
|
+7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.58M
|
+$6.13K
|
+242
|
+0.4%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$1.28M
|
+$1.3M
|
+51,137
|
New
|
|
|
16
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.24M
|
+$62.2K
|
+2,455
|
+5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
+$616K
|
+24,331
|
+118%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$930K
|
+$605K
|
+23,897
|
+182%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$868K
|
–
|
–
|
–
|
|
|
20
|
Equitable Holdings
New York
|
$782K
|
+$63.4K
|
+2,504
|
+9%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$715K
|
+$722K
|
+28,501
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$710K
|
-$10.3K
|
-405
|
-1%
|
|
|
23
|
Clark Asset Management
Stratham,
New Hampshire
|
$621K
|
+$266K
|
+10,518
|
+74%
|
|
|
24
|
|
$619K
|
+$625K
|
+24,664
|
New
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$615K
|
+$52.6K
|
+2,077
|
+9%
|
|
