|
1
|
|
$46.4M
|
-$1.68M
|
-44,661
|
-3%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$38.7M
|
+$3.46M
|
+91,938
|
+9%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.3M
|
+$5.8M
|
+154,260
|
+16%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$38.3M
|
-$967K
|
-25,719
|
-2%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.7M
|
+$723K
|
+19,239
|
+3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.4M
|
+$3.73M
|
+99,144
|
+21%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
+$3.74M
|
+99,423
|
+22%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
-$3.32M
|
-88,185
|
-14%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
+$917K
|
+24,387
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$4.67M
|
+124,173
|
+39%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$10M
|
+$1.42M
|
+37,779
|
+15%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$9.16M
|
+$1.65M
|
+43,857
|
+19%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.58M
|
+$433K
|
+11,508
|
+5%
|
|
|
14
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$7.5M
|
+$64.2K
|
+1,707
|
+0.8%
|
|
|
15
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.08M
|
+$302K
|
+8,025
|
+7%
|
|
|
16
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.74M
|
+$988K
|
+26,289
|
+31%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.71M
|
-$998K
|
-26,547
|
-20%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.4M
|
-$24.9K
|
-663
|
-0.7%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.29M
|
+$100K
|
+2,673
|
+3%
|
|
|
20
|
Fermata Advisors
Sonoma,
California
|
$3.22M
|
+$481K
|
+12,789
|
+16%
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.17M
|
+$145K
|
+3,858
|
+4%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$2.93M
|
–
|
–
|
–
|
|
|
23
|
|
$2.72M
|
–
|
–
|
–
|
|
|
24
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.55M
|
+$237K
|
+6,303
|
+9%
|
|
|
25
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$2.49M
|
-$67.7K
|
-1,800
|
-2%
|
|
