|
1
|
Bank of America
Charlotte,
North Carolina
|
$95.6M
|
+$102K
|
+3,874
|
+0.1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$72M
|
+$1.67M
|
+63,205
|
+2%
|
|
|
4
|
|
$66.5M
|
+$5.99M
|
+226,994
|
+10%
|
|
|
5
|
|
$60.2M
|
+$2M
|
+75,705
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$47.5M
|
-$11.4M
|
-432,075
|
-20%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$39.6M
|
+$1.41M
|
+53,369
|
+4%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$28.9M
|
-$2.75M
|
-104,427
|
-9%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$25M
|
+$3.1M
|
+117,473
|
+15%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$15.6M
|
+591,203
|
+256%
|
|
|
11
|
Meridian Management
Little Rock,
Arkansas
|
$21.6M
|
+$359K
|
+13,610
|
+2%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$21.3M
|
+$73.7K
|
+2,796
|
+0.4%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$17.8M
|
+$3.35M
|
+127,126
|
+24%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.6M
|
-$1.96M
|
-74,381
|
-11%
|
|
|
15
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$15.7M
|
+$15.3M
|
+581,443
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
-$1.97M
|
-74,602
|
-12%
|
|
|
17
|
GFG Capital
Miami,
Florida
|
$13M
|
+$12.7M
|
+481,997
|
New
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.3M
|
+$1.71M
|
+64,842
|
+17%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.9M
|
+$9.45M
|
+358,389
|
+785%
|
|
|
20
|
Well Done LLC
Holland,
Michigan
|
$10.9M
|
+$223K
|
+8,444
|
+2%
|
|
|
21
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$7.05M
|
+$153K
|
+5,801
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.77M
|
-$1.7M
|
-64,400
|
-20%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.68M
|
-$5.22K
|
-198
|
-0.1%
|
|
|
24
|
|
$6.63M
|
-$13.1M
|
-495,577
|
-67%
|
|
|
25
|
|
$6.41M
|
+$4.96M
|
+188,083
|
+384%
|
|
