|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13M
|
+$1.23M
|
+41,160
|
+10%
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.88M
|
+$530K
|
+17,810
|
+6%
|
|
|
3
|
Ancora Advisors
Cleveland,
Ohio
|
$8.91M
|
+$898K
|
+30,147
|
+11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.55M
|
+$2.73M
|
+91,518
|
+142%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$4.43M
|
+$134K
|
+4,514
|
+3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.9M
|
+$189K
|
+6,346
|
+5%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.5M
|
+$67.5K
|
+2,267
|
+2%
|
|
|
8
|
Longview Financial Advisors
Huntsville,
Alabama
|
$3.09M
|
+$23.5K
|
+790
|
+0.8%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$2.9M
|
+$2.97M
|
+99,577
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.8M
|
-$1.22M
|
-40,950
|
-30%
|
|
|
11
|
Ted Buchan & Co
San Diego,
California
|
$2.71M
|
+$2.76M
|
+92,806
|
New
|
|
|
12
|
New York Life Investment Management
New York
|
$2.34M
|
+$736K
|
+24,729
|
+44%
|
|
|
13
|
|
$2.3M
|
+$971K
|
+32,603
|
+70%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.21M
|
+$88.5K
|
+2,972
|
+4%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.49M
|
+$368K
|
+12,355
|
+32%
|
|
|
16
|
Andina Capital Management
Lehi,
Utah
|
$1.12M
|
+$1.14M
|
+38,372
|
New
|
|
|
17
|
CSS LLC
Chicago,
Illinois
|
$1.06M
|
+$298K
|
+10,000
|
+38%
|
|
|
18
|
ORG Partners
Roanoke,
Indiana
|
$1.03M
|
+$1.05M
|
+35,131
|
New
|
|
|
19
|
Flow Traders U.S.
New York
|
$1.02M
|
+$1.04M
|
+34,885
|
New
|
|
|
20
|
Naviter Wealth
Little Rock,
Arkansas
|
$1M
|
-$8.28K
|
-278
|
-0.8%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1M
|
+$297K
|
+9,971
|
+41%
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$998K
|
+$28.1K
|
+944
|
+3%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$933K
|
+$110K
|
+3,700
|
+13%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$908K
|
+$927K
|
+31,133
|
New
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$835K
|
-$224K
|
-7,516
|
-21%
|
|
