|
1
|
|
$164M
|
+$19.7M
|
+258,841
|
+14%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$110M
|
+$3.12M
|
+41,064
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$105M
|
+$16.4M
|
+215,901
|
+19%
|
|
|
4
|
Fusion Family Wealth
Woodbury,
New York
|
$98.8M
|
+$504K
|
+6,630
|
+0.5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$78.1M
|
+$5.57M
|
+73,288
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$76.6M
|
+$4.44M
|
+58,438
|
+6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.4M
|
+$2.2M
|
+28,903
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$36.6M
|
+$1.55M
|
+20,329
|
+4%
|
|
|
9
|
ERn Financial LLC
Middleton,
Wisconsin
|
$29.7M
|
+$1.03M
|
+13,584
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$29.6M
|
-$5.09M
|
-66,975
|
-15%
|
|
|
11
|
Klingman & Associates
New York
|
$15M
|
-$20.5K
|
-270
|
-0.1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
-$18M
|
-237,185
|
-60%
|
|
|
13
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$11.7M
|
-$1.81M
|
-23,819
|
-13%
|
|
|
14
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$10.4M
|
-$331K
|
-4,353
|
-3%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10M
|
+$138K
|
+1,819
|
+1%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$8.73M
|
+$2.22M
|
+29,143
|
+34%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$8.21M
|
-$26.2K
|
-345
|
-0.3%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$7.62M
|
-$175K
|
-2,295
|
-2%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$7.42M
|
-$89K
|
-1,171
|
-1%
|
|
|
20
|
RVW Wealth
Los Angeles,
California
|
$7.21M
|
-$693K
|
-9,107
|
-9%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.72M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.7M
|
-$280K
|
-3,679
|
-5%
|
|
|
23
|
Denver Wealth Management
Denver,
Colorado
|
$5.67M
|
+$330K
|
+4,341
|
+6%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.47M
|
-$1.45M
|
-19,052
|
-21%
|
|
|
25
|
Aspire Capital Advisors
Seattle,
Washington
|
$5.46M
|
+$5.45M
|
+71,716
|
New
|
|
