|
1
|
McNaughton Wealth Management
San Diego,
California
|
$7.64M
|
+$588K
|
+5,775
|
+8%
|
|
|
2
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.29M
|
+$265K
|
+2,608
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.15M
|
-$612K
|
-6,011
|
-9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.75M
|
-$51.3K
|
-504
|
-1%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$3.67M
|
+$399K
|
+3,922
|
+12%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$3.26M
|
-$1.42M
|
-13,987
|
-31%
|
|
|
7
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$3.12M
|
+$404K
|
+3,975
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.11M
|
-$82.6K
|
-812
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.29M
|
-$5.39K
|
-53
|
-0.2%
|
|
|
10
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.08M
|
-$126K
|
-1,237
|
-6%
|
|
|
11
|
Thomasville National Bank
Thomasville,
Georgia
|
$2.08M
|
+$352K
|
+3,462
|
+21%
|
|
|
12
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$2.01M
|
+$37.8K
|
+371
|
+2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.83M
|
-$869K
|
-8,540
|
-33%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
-$176K
|
-1,726
|
-9%
|
|
|
15
|
Equitable Holdings
New York
|
$1.66M
|
+$33.6K
|
+330
|
+2%
|
|
|
16
|
|
$1.5M
|
+$95.4K
|
+937
|
+7%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.47M
|
-$8.04K
|
-79
|
-0.6%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$1.38M
|
+$738K
|
+7,249
|
+118%
|
|
|
19
|
Bison Wealth
Atlanta,
Georgia
|
$1.24M
|
+$108K
|
+1,063
|
+10%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$1.21M
|
-$186K
|
-1,825
|
-14%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.04M
|
-$5.8K
|
-57
|
-0.6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.02M
|
-$145K
|
-1,427
|
-13%
|
|
|
23
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1M
|
+$68.4K
|
+672
|
+7%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$991K
|
-$11.3K
|
-111
|
-1%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$917K
|
-$1.14M
|
-11,167
|
-56%
|
|
