|
1
|
Linscomb Wealth
Houston,
Texas
|
$99.1M
|
-$940K
|
-12,479
|
-1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.6M
|
–
|
–
|
–
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$42M
|
+$76M
|
+1,009,053
|
+33,479%
|
|
|
4
|
|
$21.6M
|
+$195K
|
+2,586
|
+0.9%
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$20.8M
|
+$371K
|
+4,922
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
-$1.07M
|
-14,166
|
-6%
|
|
|
7
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11.5M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$73.5K
|
+975
|
+0.7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
-$60.7K
|
-806
|
-0.6%
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$10.5M
|
+$9.1M
|
+120,797
|
+749%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$9.96M
|
-$21.9K
|
-290
|
-0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.63M
|
+$233K
|
+3,087
|
+3%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$7.39M
|
-$1.94M
|
-25,732
|
-21%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.32M
|
+$339K
|
+4,496
|
+6%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.23M
|
-$26.6K
|
-353
|
-0.5%
|
|
|
16
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$5.11M
|
+$5.01M
|
+66,483
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.02M
|
-$4.12M
|
-54,664
|
-46%
|
|
|
18
|
LVM Capital Management
Portage,
Michigan
|
$4.85M
|
-$19.4K
|
-257
|
-0.4%
|
|
|
19
|
BOK Financial Private Wealth
Denver,
Colorado
|
$4.79M
|
+$4.7M
|
+62,318
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.74M
|
+$6.25K
|
+83
|
+0.1%
|
|
|
21
|
ACG Wealth
Atlanta,
Georgia
|
$4.61M
|
-$945K
|
-12,541
|
-17%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.02M
|
-$21.6K
|
-287
|
-0.5%
|
|
|
23
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.64M
|
-$193K
|
-2,567
|
-5%
|
|
|
24
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$3.22M
|
–
|
–
|
–
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$3.09M
|
–
|
–
|
–
|
|
