|
1
|
|
$172M
|
+$23.5M
|
+298,123
|
+16%
|
|
|
2
|
Fusion Family Wealth
Woodbury,
New York
|
$93.1M
|
+$7.77M
|
+98,386
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$74.5M
|
+$462K
|
+5,850
|
+0.6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$49.6M
|
+$3M
|
+38,051
|
+7%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.5M
|
+$12.8M
|
+162,261
|
+55%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$34.8M
|
-$406K
|
-5,141
|
-1%
|
|
|
7
|
ERn Financial LLC
Middleton,
Wisconsin
|
$25.7M
|
+$17.9M
|
+227,104
|
+250%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
-$798K
|
-10,111
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$23.9M
|
+$4.42M
|
+56,049
|
+23%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$18.1M
|
+$139K
|
+1,764
|
+0.8%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.2M
|
+$3.33M
|
+42,148
|
+25%
|
|
|
12
|
Klingman & Associates
New York
|
$16.4M
|
+$43.7K
|
+554
|
+0.3%
|
|
|
13
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$11.4M
|
-$3.12M
|
-39,464
|
-22%
|
|
|
14
|
Win Advisors
Palm Beach Gardens,
Florida
|
$9.28M
|
+$9.08M
|
+115,038
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.59M
|
+$730K
|
+9,246
|
+10%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.76M
|
+$526K
|
+6,662
|
+9%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$6.63M
|
+$549K
|
+6,955
|
+9%
|
|
|
18
|
Tompkins Financial
Ithaca,
New York
|
$6.28M
|
-$1.18M
|
-14,920
|
-16%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.1M
|
+$58.6K
|
+742
|
+1%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$5.97M
|
-$7.89K
|
-100
|
-0.1%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.82M
|
-$807K
|
-10,227
|
-12%
|
|
|
22
|
Wealth Management Partners
Tucson,
Arizona
|
$5.62M
|
+$2.13M
|
+27,000
|
+63%
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$4.92M
|
+$4.33M
|
+54,848
|
+884%
|
|
|
24
|
Equitable Holdings
New York
|
$4.36M
|
+$1.01M
|
+12,748
|
+31%
|
|
|
25
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$4.15M
|
+$79
|
+1
|
+0%
|
|
