|
1
|
|
$92.7M
|
-$4.03M
|
-68,516
|
-4%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$62.6M
|
+$1.59M
|
+27,076
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$54.8M
|
-$1.55M
|
-26,442
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$50.1M
|
+$439K
|
+7,463
|
+0.9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$30.3M
|
+$125K
|
+2,133
|
+0.4%
|
|
|
6
|
Tompkins Financial
Ithaca,
New York
|
$29.3M
|
+$867K
|
+14,747
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.6M
|
-$370K
|
-6,292
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.1M
|
+$745K
|
+12,667
|
+5%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$12M
|
+$270K
|
+4,592
|
+2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
+$1.03M
|
+17,519
|
+10%
|
|
|
11
|
Klingman & Associates
New York
|
$11M
|
-$278K
|
-4,731
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.87M
|
-$40.1K
|
-682
|
-0.5%
|
|
|
13
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$7.08M
|
+$6.69M
|
+113,738
|
New
|
|
|
14
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.77M
|
-$5.17M
|
-88,021
|
-49%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.34M
|
+$169K
|
+2,871
|
+3%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$5.18M
|
-$3.49M
|
-59,317
|
-42%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.66M
|
+$1.32M
|
+22,448
|
+43%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.21M
|
-$135K
|
-2,301
|
-4%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.79M
|
-$257K
|
-4,364
|
-9%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.68M
|
-$103K
|
-1,751
|
-4%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$2.37M
|
+$64.6K
|
+1,099
|
+3%
|
|
|
22
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$2.31M
|
+$2.18M
|
+37,065
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.07M
|
-$152K
|
-2,582
|
-7%
|
|
|
24
|
Wealth Management Partners
Tucson,
Arizona
|
$1.97M
|
+$1.8M
|
+30,578
|
New
|
|
|
25
|
Equitable Holdings
New York
|
$1.5M
|
+$295K
|
+5,015
|
+26%
|
|
