|
1
|
|
$61M
|
+$1.28M
|
+15,110
|
+2%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$38.7M
|
+$5.33M
|
+62,731
|
+16%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$31.2M
|
+$3.22M
|
+37,923
|
+12%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$20.4M
|
-$8.78M
|
-103,379
|
-30%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
-$464K
|
-5,463
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
+$6.92M
|
+81,469
|
+128%
|
|
|
7
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.2M
|
+$278K
|
+3,274
|
+4%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.1M
|
+$137K
|
+1,613
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.98M
|
-$1.5M
|
-17,609
|
-20%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.47M
|
+$31.6K
|
+372
|
+0.7%
|
|
|
11
|
GHP Investment Advisors
Denver,
Colorado
|
$2.68M
|
-$131K
|
-1,539
|
-5%
|
|
|
12
|
Investors Research Corp
Atlanta,
Georgia
|
$2.62M
|
-$1.61K
|
-19
|
-0.1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.37M
|
+$1.56M
|
+18,397
|
+199%
|
|
|
14
|
Equitable Holdings
New York
|
$2.02M
|
+$2M
|
+23,544
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.81M
|
+$835K
|
+9,833
|
+87%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.74M
|
+$169K
|
+1,994
|
+11%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$765K
|
+9,001
|
+93%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$1.14M
|
-$160K
|
-1,885
|
-12%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.11M
|
+$55.8K
|
+657
|
+5%
|
|
|
20
|
Klingman & Associates
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$981K
|
+$186K
|
+2,189
|
+24%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$947K
|
-$466K
|
-5,483
|
-33%
|
|
|
23
|
Snowden Capital Advisors
New York
|
$896K
|
–
|
–
|
–
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$848K
|
+$235K
|
+2,763
|
+39%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$782K
|
–
|
–
|
–
|
|
