|
1
|
Linscomb Wealth
Houston,
Texas
|
$94.7M
|
+$279K
|
+3,969
|
+0.3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.6M
|
+$39.2M
|
+556,940
|
New
|
|
|
3
|
Daido Life Insurance Company
Osaka,
Japan
|
$35.6M
|
+$34.6M
|
+491,578
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
+$10.2M
|
+144,995
|
+59%
|
|
|
5
|
|
$25.2M
|
-$1.16M
|
-16,433
|
-5%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$18.4M
|
+$2.38M
|
+33,776
|
+15%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
-$2.11M
|
-29,959
|
-16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$1.71M
|
-24,233
|
-14%
|
|
|
9
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.9M
|
–
|
–
|
–
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$9.85M
|
-$190K
|
-2,695
|
-2%
|
|
|
11
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$9.4M
|
-$12.6K
|
-179
|
-0.1%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$8.65M
|
+$550K
|
+7,819
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.68M
|
+$389K
|
+5,526
|
+6%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.79M
|
+$5.3M
|
+75,338
|
+1,634%
|
|
|
15
|
Cobiz Wealth
Denver,
Colorado
|
$5.3M
|
-$83.7K
|
-1,189
|
-2%
|
|
|
16
|
Harvest Capital Management
Concord,
New Hampshire
|
$5.24M
|
-$183K
|
-2,600
|
-3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.7M
|
+$304K
|
+4,315
|
+7%
|
|
|
18
|
LVM Capital Management
Portage,
Michigan
|
$4.57M
|
-$19K
|
-270
|
-0.4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.38M
|
+$438K
|
+6,220
|
+11%
|
|
|
20
|
ACG Wealth
Atlanta,
Georgia
|
$4.28M
|
-$26.8K
|
-381
|
-0.6%
|
|
|
21
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.08M
|
-$43.3K
|
-615
|
-1%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.77M
|
-$31.3K
|
-444
|
-0.8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.65M
|
+$231K
|
+3,285
|
+7%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.92M
|
-$35.4K
|
-503
|
-1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.44M
|
+$172K
|
+2,443
|
+8%
|
|
