|
1
|
Allworth Financial
Folsom,
California
|
$185M
|
+$8.39M
|
+104,059
|
+5%
|
|
|
2
|
|
$180M
|
-$19.8M
|
-245,767
|
-10%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$135M
|
+$26.7M
|
+331,558
|
+24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
+$5.89M
|
+73,084
|
+6%
|
|
|
5
|
Fusion Family Wealth
Woodbury,
New York
|
$104M
|
+$560K
|
+6,945
|
+0.5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$102M
|
+$7.88M
|
+97,713
|
+8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$34.4M
|
-$605K
|
-7,498
|
-2%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.9M
|
-$8.24M
|
-102,247
|
-20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$30.3M
|
-$4.64M
|
-57,567
|
-13%
|
|
|
10
|
ERn Financial LLC
Middleton,
Wisconsin
|
$29.2M
|
-$972K
|
-12,055
|
-3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.9M
|
+$413K
|
+5,116
|
+2%
|
|
|
12
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$19.2M
|
+$7.47M
|
+92,658
|
+60%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
+$4.56M
|
+56,583
|
+35%
|
|
|
14
|
Klingman & Associates
New York
|
$16.5M
|
+$1.08M
|
+13,363
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$8.06M
|
+99,905
|
+215%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.4M
|
-$131K
|
-1,619
|
-1%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$9.44M
|
+$582K
|
+7,218
|
+6%
|
|
|
18
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$9.24M
|
+$2.86M
|
+35,450
|
+43%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$8.54M
|
+$170K
|
+2,103
|
+2%
|
|
|
20
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$8.32M
|
+$1.64M
|
+20,341
|
+24%
|
|
|
21
|
Equitable Holdings
New York
|
$7.39M
|
+$1.66M
|
+20,537
|
+28%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$7.3M
|
-$489K
|
-6,064
|
-6%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$7.26M
|
+$3.12M
|
+38,716
|
+71%
|
|
|
24
|
Denver Wealth Management
Denver,
Colorado
|
$7.24M
|
+$739K
|
+9,159
|
+11%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$7.13M
|
-$294K
|
-3,640
|
-4%
|
|
