|
1
|
|
$132M
|
-$18.3M
|
-241,953
|
-11%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$92.7M
|
+$100M
|
+1,326,247
|
New
|
|
|
3
|
Fusion Family Wealth
Woodbury,
New York
|
$88.3M
|
+$8.23M
|
+108,684
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$64.9M
|
+$385K
|
+5,083
|
+0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$50.5M
|
+$8.2M
|
+108,214
|
+18%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$46.5M
|
+$28.6M
|
+377,892
|
+128%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.8M
|
+$3.2M
|
+42,280
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$29.7M
|
-$484K
|
-6,392
|
-1%
|
|
|
9
|
ERn Financial LLC
Middleton,
Wisconsin
|
$26.8M
|
+$4.91M
|
+64,856
|
+20%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$22.1M
|
+$872K
|
+11,510
|
+4%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
+$14M
|
+184,354
|
+255%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$843K
|
+11,127
|
+5%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$14.3M
|
-$1.45M
|
-19,114
|
-9%
|
|
|
14
|
Klingman & Associates
New York
|
$14.2M
|
+$16.5K
|
+218
|
+0.1%
|
|
|
15
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$11.6M
|
+$11.3M
|
+149,009
|
+853%
|
|
|
16
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$9.8M
|
-$45.4K
|
-599
|
-0.4%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.57M
|
+$145K
|
+1,909
|
+2%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$6.82M
|
+$1.17M
|
+15,392
|
+19%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.99M
|
+$153K
|
+2,025
|
+2%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$5.86M
|
+$742K
|
+9,791
|
+13%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.28M
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.18M
|
+$4M
|
+52,765
|
+247%
|
|
|
23
|
Tompkins Financial
Ithaca,
New York
|
$4.94M
|
-$548K
|
-7,228
|
-9%
|
|
|
24
|
Wealth Management Partners
Tucson,
Arizona
|
$4.37M
|
-$757K
|
-10,000
|
-14%
|
|
|
25
|
Denver Wealth Management
Denver,
Colorado
|
$4.21M
|
+$4.56M
|
+60,198
|
New
|
|
