|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.4M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
-$1.61M
|
-14,822
|
-8%
|
|
|
3
|
|
$15.3M
|
-$4.84M
|
-44,628
|
-24%
|
|
|
4
|
Frontier Investment Management
Dallas,
Texas
|
$13.2M
|
-$69.5K
|
-640
|
-0.5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$2.35M
|
+21,649
|
+22%
|
|
|
6
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$11.9M
|
+$413K
|
+3,809
|
+4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
-$6.4M
|
-58,995
|
-37%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.97M
|
+$1.31M
|
+12,110
|
+15%
|
|
|
9
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.51M
|
+$200K
|
+1,844
|
+2%
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$7.3M
|
+$248K
|
+2,285
|
+4%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$7.15M
|
+$296K
|
+2,723
|
+4%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.25M
|
+$363K
|
+3,348
|
+6%
|
|
|
13
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$6M
|
+$298K
|
+2,748
|
+5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.83M
|
+$1.84M
|
+16,952
|
+47%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.64M
|
+$230K
|
+2,122
|
+4%
|
|
|
16
|
Bluefin Capital Management
New York
|
$5.5M
|
+$5.44M
|
+50,143
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.33M
|
-$422K
|
-3,884
|
-7%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$5.23M
|
+$73.5K
|
+677
|
+1%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$5.16M
|
+$590K
|
+5,437
|
+13%
|
|
|
20
|
Peak Capital Management
Greenwood Village,
Colorado
|
$4.45M
|
-$75.2K
|
-693
|
-2%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.42M
|
-$85.7K
|
-789
|
-2%
|
|
|
22
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$3.99M
|
+$3.95M
|
+36,396
|
New
|
|
|
23
|
INVST
Indianapolis,
Indiana
|
$3.96M
|
+$1.06M
|
+9,722
|
+37%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.73M
|
+$431K
|
+3,967
|
+13%
|
|
|
25
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.47M
|
+$211K
|
+1,948
|
+7%
|
|
