|
1
|
|
$101M
|
-$2.62M
|
-39,630
|
-3%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$75.5M
|
+$5.35M
|
+81,071
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$56.9M
|
-$4.12M
|
-62,379
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$56.3M
|
+$417K
|
+6,309
|
+0.8%
|
|
|
5
|
Tompkins Financial
Ithaca,
New York
|
$33.9M
|
+$1.12M
|
+16,927
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
-$714K
|
-10,810
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24.8M
|
+$2.78M
|
+42,066
|
+13%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.7M
|
+$472K
|
+7,150
|
+2%
|
|
|
9
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$17.6M
|
+$9.21M
|
+139,529
|
+123%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
+$1.33M
|
+20,189
|
+11%
|
|
|
11
|
RVW Wealth
Los Angeles,
California
|
$14M
|
+$655K
|
+9,925
|
+5%
|
|
|
12
|
Klingman & Associates
New York
|
$14M
|
+$1.63M
|
+24,750
|
+14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.9M
|
-$3.1K
|
-47
|
-0%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$8.54M
|
+$7.77M
|
+117,704
|
+2,288%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.13M
|
+$158K
|
+2,397
|
+3%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$5.64M
|
-$133K
|
-2,013
|
-2%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.55M
|
+$334K
|
+5,058
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.52M
|
+$3.05M
|
+46,192
|
+139%
|
|
|
19
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.78M
|
-$1.57M
|
-23,792
|
-26%
|
|
|
20
|
Denver Wealth Management
Denver,
Colorado
|
$4.54M
|
+$3.72M
|
+56,267
|
New
|
|
|
21
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.5M
|
-$81.1K
|
-1,229
|
-2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.4M
|
+$387K
|
+5,860
|
+14%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$3.12M
|
–
|
–
|
–
|
|
|
24
|
Snowden Capital Advisors
New York
|
$2.63M
|
+$2.5M
|
+37,788
|
New
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$2.53M
|
-$116K
|
-1,750
|
-5%
|
|
