|
1
|
Fusion Family Wealth
Woodbury,
New York
|
$30.3M
|
+$60K
|
+2,493
|
+0.2%
|
|
|
2
|
|
$22.5M
|
-$1.84M
|
-76,305
|
-8%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.9M
|
-$45.5K
|
-1,890
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$3.76M
|
+156,216
|
+50%
|
|
|
5
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$12M
|
+$20.9M
|
+868,296
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.43M
|
-$37.8K
|
-1,572
|
-0.5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.19M
|
-$3.1M
|
-128,694
|
-30%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.14M
|
+$983K
|
+40,854
|
+18%
|
|
|
9
|
Ancora Advisors
Cleveland,
Ohio
|
$6.61M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.44M
|
+$1.8M
|
+74,814
|
+46%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$4.62M
|
-$14.4K
|
-597
|
-0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.84M
|
-$91.6K
|
-3,804
|
-3%
|
|
|
13
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.15M
|
+$98.2K
|
+4,080
|
+5%
|
|
|
14
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.96M
|
-$79.5K
|
-3,303
|
-4%
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.94M
|
-$1.7M
|
-70,494
|
-50%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$948K
|
-$15.4K
|
-639
|
-2%
|
|
|
17
|
Viridian RIA
Bothell,
Washington
|
$907K
|
+$8.96K
|
+372
|
+1%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$819K
|
-$2.6K
|
-108
|
-0.4%
|
|
|
19
|
Klingman & Associates
New York
|
$812K
|
–
|
–
|
–
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$804K
|
+$65.4K
|
+2,715
|
+10%
|
|
|
21
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$801K
|
+$15.9K
|
+660
|
+2%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$731K
|
-$880K
|
-36,555
|
-57%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$690K
|
-$1.45M
|
-60,303
|
-70%
|
|
|
24
|
Financial Advocates Investment Management
Olympia,
Washington
|
$625K
|
+$557K
|
+23,136
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$600K
|
–
|
–
|
–
|
|
