|
1
|
|
$54.6M
|
+$17.6M
|
+446,127
|
+49%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$41.8M
|
-$2.61M
|
-65,880
|
-6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.6M
|
+$6.41M
|
+162,198
|
+32%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$22.4M
|
+$3.85M
|
+97,338
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$5.97M
|
+151,029
|
+61%
|
|
|
6
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$15.9M
|
+$15.7M
|
+395,988
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
+$4.75M
|
+120,147
|
+44%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.4M
|
+$12.4M
|
+314,616
|
+456%
|
|
|
9
|
Portfolio Strategies
Monsey,
New York
|
$13.8M
|
+$13.6M
|
+344,538
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
-$643K
|
-16,257
|
-5%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$9.82M
|
–
|
–
|
–
|
|
|
12
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$9.37M
|
+$9.23M
|
+233,340
|
New
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$8.18M
|
+$110K
|
+2,784
|
+1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.15M
|
+$2.17M
|
+54,864
|
+37%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.41M
|
+$1.61M
|
+40,725
|
+43%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.62M
|
+$4.16M
|
+105,084
|
+1,046%
|
|
|
17
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$4.54M
|
+$4.44M
|
+112,407
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$4.11M
|
+$923K
|
+23,349
|
+30%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.76M
|
+$2.5M
|
+63,189
|
+208%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$3.58M
|
+$1.07M
|
+27,009
|
+44%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.34M
|
-$1.9K
|
-48
|
-0.1%
|
|
|
22
|
|
$3.21M
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$3.2M
|
+$3.15M
|
+79,770
|
New
|
|
|
24
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$3.09M
|
+$3.04M
|
+76,908
|
New
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.03M
|
+$74.3K
|
+1,878
|
+3%
|
|
