|
1
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$2.76M
|
+110,440
|
+36%
|
|
|
2
|
|
$7.76M
|
+$106K
|
+4,257
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.38M
|
-$1.27M
|
-50,956
|
-16%
|
|
|
4
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$6.06M
|
+$674K
|
+26,943
|
+12%
|
|
|
5
|
Envision Financial Planning
Memphis,
Tennessee
|
$4.18M
|
+$65K
|
+2,601
|
+2%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.12M
|
+$2.87M
|
+114,610
|
+941%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
+$328K
|
+13,124
|
+12%
|
|
|
8
|
Precedent Wealth Partners
Houston,
Texas
|
$2.55M
|
+$992K
|
+39,682
|
+62%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$2.02M
|
+$126K
|
+5,043
|
+7%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.86M
|
+$35.8K
|
+1,433
|
+2%
|
|
|
11
|
|
$1.84M
|
+$166K
|
+6,633
|
+10%
|
|
|
12
|
|
$1.75M
|
-$344K
|
-13,752
|
-16%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.66M
|
+$112K
|
+4,465
|
+7%
|
|
|
14
|
Sterling Financial Group
Pasadena,
California
|
$1.35M
|
-$638K
|
-25,510
|
-32%
|
|
|
15
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$1.27M
|
+$50.9K
|
+2,035
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$136K
|
+5,437
|
+12%
|
|
|
17
|
Equitable Holdings
New York
|
$856K
|
+$89.9K
|
+3,596
|
+12%
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$851K
|
–
|
–
|
–
|
|
|
19
|
Clark Asset Management
Stratham,
New Hampshire
|
$828K
|
+$223K
|
+8,907
|
+36%
|
|
|
20
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$812K
|
+$213K
|
+8,514
|
+35%
|
|
|
21
|
CGN Advisors
Manhattan,
Kansas
|
$799K
|
+$238K
|
+9,532
|
+42%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$789K
|
-$125K
|
-4,986
|
-13%
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$692K
|
+$703K
|
+28,129
|
New
|
|
|
24
|
VestGen Advisors
Inverness,
Illinois
|
$690K
|
+$701K
|
+28,035
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$683K
|
-$14.1K
|
-562
|
-2%
|
|
