|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.1M
|
+$11.8M
|
+404,341
|
New
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.59M
|
+$316K
|
+10,856
|
+4%
|
|
|
3
|
Ancora Advisors
Cleveland,
Ohio
|
$8.23M
|
-$151K
|
-5,190
|
-2%
|
|
|
4
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.45M
|
+$153K
|
+5,248
|
+4%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$4.41M
|
-$35.3K
|
-1,214
|
-0.8%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.09M
|
-$209K
|
-7,182
|
-5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.8M
|
+$54.6K
|
+1,876
|
+1%
|
|
|
8
|
RedJay Asset Management
Toronto,
Ontario, Canada
|
$3.59M
|
+$1.16M
|
+40,000
|
+50%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.52M
|
-$172K
|
-5,897
|
-5%
|
|
|
10
|
Longview Financial Advisors
Huntsville,
Alabama
|
$3.14M
|
+$214K
|
+7,370
|
+8%
|
|
|
11
|
Stegent Equity Advisors
Houston,
Texas
|
$2.95M
|
-$693K
|
-23,819
|
-19%
|
|
|
12
|
Tactive Advisors
Jacksonville,
Florida
|
$2.66M
|
+$2.58M
|
+88,838
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.18M
|
-$656K
|
-22,556
|
-24%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.93M
|
-$1.23M
|
-42,176
|
-40%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.7M
|
+$1.02M
|
+34,942
|
+159%
|
|
|
16
|
New York Life Investment Management
New York
|
$1.66M
|
+$1.62M
|
+55,651
|
New
|
|
|
17
|
|
$1.39M
|
-$5.21M
|
-179,037
|
-79%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.16M
|
+$1.12M
|
+38,341
|
+10,419%
|
|
|
19
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.12M
|
-$436
|
-15
|
-0%
|
|
|
20
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.08M
|
-$250K
|
-8,589
|
-19%
|
|
|
21
|
Naviter Wealth
Little Rock,
Arkansas
|
$1.04M
|
-$776K
|
-26,653
|
-43%
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$995K
|
-$656K
|
-22,541
|
-40%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$839K
|
+$93.6K
|
+3,218
|
+13%
|
|
|
24
|
CSS LLC
Chicago,
Illinois
|
$788K
|
+$116K
|
+4,000
|
+18%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$727K
|
+$84.4K
|
+2,900
|
+14%
|
|
