|
1
|
|
$134M
|
+$7.17M
|
+97,476
|
+5%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$90.6M
|
+$1.78M
|
+24,185
|
+2%
|
|
|
3
|
Fusion Family Wealth
Woodbury,
New York
|
$80.8M
|
-$11.3M
|
-153,172
|
-12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$61.8M
|
-$593K
|
-8,060
|
-0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$61.8M
|
+$14.5M
|
+197,125
|
+27%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$57.1M
|
+$12.9M
|
+175,339
|
+26%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.3M
|
-$1.29M
|
-17,570
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$30.3M
|
+$1.91M
|
+26,013
|
+6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$29.4M
|
+$8.97M
|
+122,019
|
+39%
|
|
|
10
|
ERn Financial LLC
Middleton,
Wisconsin
|
$26.2M
|
+$525K
|
+7,143
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.4M
|
+$1.25M
|
+17,043
|
+7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$98.7K
|
+1,342
|
+0.6%
|
|
|
13
|
Klingman & Associates
New York
|
$13.6M
|
+$9.34K
|
+127
|
+0.1%
|
|
|
14
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$11.9M
|
+$602K
|
+8,184
|
+5%
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$11.9M
|
-$2.04M
|
-27,761
|
-14%
|
|
|
16
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$9.38M
|
-$40.7K
|
-553
|
-0.4%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$7.91M
|
+$4.88M
|
+66,377
|
+129%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.21M
|
-$63.1K
|
-858
|
-0.8%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$6.79M
|
+$269K
|
+3,664
|
+4%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.77M
|
+$1.97M
|
+26,756
|
+36%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$6.53M
|
+$986K
|
+13,412
|
+16%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$5.56M
|
+$5.88M
|
+79,929
|
+2,692%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.07M
|
–
|
–
|
–
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.92M
|
-$912K
|
-12,395
|
-14%
|
|
|
25
|
Wealth Management Partners
Tucson,
Arizona
|
$4.57M
|
+$441K
|
+6,000
|
+10%
|
|
