|
1
|
Linscomb Wealth
Houston,
Texas
|
$72.5M
|
-$583K
|
-8,320
|
-0.6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.6M
|
–
|
–
|
–
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$15.2M
|
-$111K
|
-1,583
|
-0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$1.61M
|
+22,999
|
+10%
|
|
|
5
|
|
$13.4M
|
-$3.14M
|
-44,834
|
-16%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.63M
|
+$261K
|
+3,732
|
+3%
|
|
|
7
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$8.49M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$8.21M
|
+$500K
|
+7,142
|
+5%
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$7.17M
|
-$213K
|
-3,048
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.55M
|
+$1.15M
|
+16,375
|
+16%
|
|
|
11
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.87M
|
-$710K
|
-10,137
|
-11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.4M
|
+$860K
|
+12,287
|
+19%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.27M
|
+$5.28M
|
+75,413
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.88M
|
+$38.9K
|
+555
|
+0.8%
|
|
|
15
|
Colony Group
Boston,
Massachusetts
|
$3.53M
|
-$5.22M
|
-74,617
|
-54%
|
|
|
16
|
LVM Capital Management
Portage,
Michigan
|
$3.42M
|
-$194K
|
-2,764
|
-4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.35M
|
-$170K
|
-2,421
|
-4%
|
|
|
18
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.35M
|
-$514K
|
-7,335
|
-11%
|
|
|
19
|
ACG Wealth
Atlanta,
Georgia
|
$3.22M
|
-$217K
|
-3,104
|
-5%
|
|
|
20
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.4M
|
-$1.39M
|
-19,910
|
-32%
|
|
|
21
|
|
$2.4M
|
+$1.98M
|
+28,310
|
+202%
|
|
|
22
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$2.37M
|
–
|
–
|
–
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.35M
|
-$2.71M
|
-38,765
|
-47%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$2.27M
|
-$15.9K
|
-227
|
-0.6%
|
|
|
25
|
Principal Financial Group
Des Moines,
Iowa
|
$2.07M
|
+$1.58M
|
+22,520
|
+160%
|
|
