|
1
|
Fusion Family Wealth
Woodbury,
New York
|
$34.4M
|
+$3.43M
|
+39,800
|
+10%
|
|
|
2
|
|
$30.4M
|
-$2.63M
|
-30,584
|
-7%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$29.1M
|
+$398K
|
+4,626
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$984K
|
+11,427
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$55.4K
|
-643
|
-0.4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$6.49M
|
+75,432
|
+129%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.7M
|
-$352K
|
-4,086
|
-5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$5.37M
|
-$627K
|
-7,287
|
-10%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.32M
|
-$21.6M
|
-250,782
|
-79%
|
|
|
10
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.28M
|
+$4.41M
|
+51,190
|
+315%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$4.49M
|
+$1.9M
|
+22,125
|
+63%
|
|
|
12
|
Eagle Strategies
New York
|
$3.25M
|
+$586K
|
+6,809
|
+20%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$2.63M
|
-$22.9K
|
-266
|
-0.8%
|
|
|
14
|
Investors Research Corp
Atlanta,
Georgia
|
$2.4M
|
-$9.9K
|
-115
|
-0.4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.78M
|
-$374K
|
-4,347
|
-16%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$1.34M
|
-$603
|
-7
|
-0%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.3M
|
+$97.7K
|
+1,135
|
+7%
|
|
|
18
|
Klingman & Associates
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$947K
|
-$28.9K
|
-336
|
-3%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$816K
|
-$3.44K
|
-40
|
-0.4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$735K
|
-$11.4K
|
-132
|
-1%
|
|
|
22
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$733K
|
+$45.2K
|
+525
|
+6%
|
|
|
23
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$716K
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$715K
|
+$26.9K
|
+312
|
+4%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$649K
|
+$41K
|
+476
|
+6%
|
|
