|
1
|
Linscomb Wealth
Houston,
Texas
|
$95.3M
|
+$294K
|
+4,067
|
+0.3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.6M
|
–
|
–
|
–
|
|
|
3
|
Daido Life Insurance Company
Osaka,
Japan
|
$35.8M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25.9M
|
-$2.6M
|
-35,995
|
-9%
|
|
|
5
|
|
$21.4M
|
-$3.92M
|
-54,236
|
-16%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$19.1M
|
+$683K
|
+9,440
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
-$443K
|
-6,130
|
-4%
|
|
|
8
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$10.9M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
-$196K
|
-2,713
|
-2%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$9.83M
|
-$64.1K
|
-886
|
-0.7%
|
|
|
11
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$9.44M
|
–
|
–
|
–
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$9.01M
|
+$217K
|
+3,000
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.83M
|
+$116K
|
+1,610
|
+2%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.78M
|
-$37.1K
|
-513
|
-0.6%
|
|
|
15
|
ACG Wealth
Atlanta,
Georgia
|
$5.25M
|
+$941K
|
+13,014
|
+22%
|
|
|
16
|
Harvest Capital Management
Concord,
New Hampshire
|
$5.06M
|
-$202K
|
-2,800
|
-4%
|
|
|
17
|
Cobiz Wealth
Denver,
Colorado
|
$5.04M
|
-$277K
|
-3,831
|
-5%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.74M
|
+$11.9K
|
+165
|
+0.3%
|
|
|
19
|
LVM Capital Management
Portage,
Michigan
|
$4.58M
|
-$7.23K
|
-100
|
-0.2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.38M
|
-$19.6K
|
-271
|
-0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4M
|
+$339K
|
+4,686
|
+9%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.91M
|
+$120K
|
+1,666
|
+3%
|
|
|
23
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.74M
|
-$351K
|
-4,855
|
-9%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$3.72M
|
+$3.7M
|
+51,116
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$2.93M
|
+$289
|
+4
|
+0%
|
|
