|
1
|
|
$36.6M
|
+$3.05M
|
+34,059
|
+9%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.4M
|
+$647K
|
+7,223
|
+2%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$32M
|
+$301K
|
+3,356
|
+0.9%
|
|
|
4
|
Fusion Family Wealth
Woodbury,
New York
|
$31.5M
|
-$1.51M
|
-16,835
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.7M
|
+$2.54M
|
+28,310
|
+16%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
-$618K
|
-6,891
|
-4%
|
|
|
7
|
Portfolio Strategies
Monsey,
New York
|
$13.4M
|
+$13.6M
|
+151,185
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$7.68M
|
+$1.46M
|
+16,305
|
+23%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.02M
|
-$167K
|
-1,864
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.44M
|
-$4.93K
|
-55
|
-0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.3M
|
-$792K
|
-8,831
|
-13%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.44M
|
+$3.18M
|
+35,534
|
+1,070%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$3.24M
|
+$210K
|
+2,344
|
+7%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.98M
|
-$1.87M
|
-20,843
|
-38%
|
|
|
15
|
Investors Research Corp
Atlanta,
Georgia
|
$2.77M
|
-$5.65K
|
-63
|
-0.2%
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$2.38M
|
+$2.4M
|
+26,830
|
New
|
|
|
17
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.8M
|
-$169K
|
-1,880
|
-8%
|
|
|
18
|
Klingman & Associates
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.17M
|
+$158K
|
+1,766
|
+15%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1.09M
|
+$1.97K
|
+22
|
+0.2%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.05M
|
-$9.32K
|
-104
|
-0.9%
|
|
|
22
|
Snowden Capital Advisors
New York
|
$939K
|
–
|
–
|
–
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$876K
|
+$554K
|
+6,180
|
+166%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$820K
|
-$59.6K
|
-665
|
-7%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$811K
|
–
|
–
|
–
|
|
