|
1
|
|
$147M
|
+$2.86M
|
+37,075
|
+2%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$84.9M
|
-$4.16M
|
-53,898
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$73.4M
|
+$3.75M
|
+48,579
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$46.1M
|
-$2.05M
|
-26,587
|
-4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$34.9M
|
-$75K
|
-972
|
-0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
-$282K
|
-3,662
|
-1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.5M
|
+$912K
|
+11,821
|
+4%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$19.2M
|
+$1.25M
|
+16,197
|
+7%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$17.8M
|
+$554K
|
+7,187
|
+3%
|
|
|
10
|
Klingman & Associates
New York
|
$16.2M
|
+$1K
|
+13
|
+0%
|
|
|
11
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$14.4M
|
-$180M
|
-2,336,300
|
-93%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
+$176K
|
+2,284
|
+1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.77M
|
+$173K
|
+2,244
|
+2%
|
|
|
14
|
Tompkins Financial
Ithaca,
New York
|
$7.42M
|
-$450K
|
-5,839
|
-6%
|
|
|
15
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.27M
|
+$7.02M
|
+90,955
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.59M
|
+$270K
|
+3,498
|
+4%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.16M
|
-$544K
|
-7,050
|
-8%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$6.01M
|
+$341K
|
+4,420
|
+6%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.98M
|
-$225K
|
-2,912
|
-4%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$5.93M
|
+$155K
|
+2,009
|
+3%
|
|
|
21
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$4.12M
|
+$3.97M
|
+51,495
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.95M
|
-$4.47K
|
-58
|
-0.1%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.57M
|
-$1.21M
|
-15,738
|
-26%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$3.48M
|
+$403K
|
+5,220
|
+14%
|
|
|
25
|
Wealth Management Partners
Tucson,
Arizona
|
$3.41M
|
+$246K
|
+3,188
|
+8%
|
|
