|
1
|
Linscomb Wealth
Houston,
Texas
|
$74M
|
-$5.8M
|
-94,305
|
-7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.6M
|
–
|
–
|
–
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$16.8M
|
+$16.8K
|
+274
|
+0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
-$1.13M
|
-18,397
|
-7%
|
|
|
5
|
|
$14.2M
|
-$495K
|
-8,051
|
-3%
|
|
|
6
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$9.34M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.07M
|
-$429K
|
-6,983
|
-5%
|
|
|
8
|
Evanson Asset Management
Carmel,
California
|
$8.49M
|
+$595K
|
+9,687
|
+8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.56M
|
-$1.45M
|
-23,641
|
-16%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.75M
|
-$445K
|
-7,232
|
-6%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$5.98M
|
+$2.07M
|
+33,661
|
+54%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.41M
|
+$40.9K
|
+666
|
+0.8%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.7M
|
+$995K
|
+16,186
|
+27%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.3M
|
-$389K
|
-6,321
|
-8%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.99M
|
-$278K
|
-4,516
|
-7%
|
|
|
16
|
LVM Capital Management
Portage,
Michigan
|
$3.44M
|
-$310K
|
-5,046
|
-8%
|
|
|
17
|
Principal Financial Group
Des Moines,
Iowa
|
$3.1M
|
+$813K
|
+13,228
|
+36%
|
|
|
18
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.1M
|
-$577K
|
-9,387
|
-16%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.67M
|
-$2.14M
|
-34,774
|
-45%
|
|
|
20
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$2.61M
|
–
|
–
|
–
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.28M
|
-$214K
|
-3,479
|
-9%
|
|
|
22
|
BOK Financial
Tulsa,
Oklahoma
|
$1.96M
|
+$162K
|
+2,628
|
+9%
|
|
|
23
|
Community Bank
Dewitt,
New York
|
$1.9M
|
+$36.3K
|
+590
|
+2%
|
|
|
24
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.69M
|
-$282K
|
-4,588
|
-14%
|
|
|
25
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.67M
|
+$593K
|
+9,647
|
+56%
|
|
