|
1
|
Bank of America
Charlotte,
North Carolina
|
$69.2M
|
+$2.7M
|
+27,145
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69M
|
+$14M
|
+141,096
|
+25%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$65M
|
-$8.07M
|
-81,227
|
-11%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$50M
|
+$5.76M
|
+57,977
|
+13%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.8M
|
-$10.5M
|
-106,023
|
-18%
|
|
|
6
|
|
$41M
|
+$1.19M
|
+12,013
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.9M
|
-$6.57M
|
-66,134
|
-16%
|
|
|
8
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$33.9M
|
+$34.5M
|
+347,321
|
New
|
|
|
9
|
Howland Capital Management
Boston,
Massachusetts
|
$32.5M
|
-$1.78M
|
-17,900
|
-5%
|
|
|
10
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$22.4M
|
+$22.8M
|
+229,432
|
New
|
|
|
11
|
Tobias Financial Advisors
Plantation,
Florida
|
$21.2M
|
+$21.6M
|
+217,139
|
New
|
|
|
12
|
Palladium Partners
Norfolk,
Virginia
|
$20.2M
|
-$1.26M
|
-12,688
|
-6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$368K
|
+3,708
|
+2%
|
|
|
14
|
Access Financial Services
Minneapolis,
Minnesota
|
$17.7M
|
+$6.06K
|
+61
|
+0%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$9.22M
|
+92,844
|
+108%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
-$2.31M
|
-23,270
|
-12%
|
|
|
17
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.5M
|
+$490K
|
+4,933
|
+3%
|
|
|
18
|
Antonetti Capital Management
Naples,
Florida
|
$12.3M
|
+$1.11M
|
+11,183
|
+10%
|
|
|
19
|
AJ Wealth Strategies
New York
|
$12M
|
+$1.14M
|
+11,484
|
+10%
|
|
|
20
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$11.5M
|
+$2.08M
|
+20,925
|
+22%
|
|
|
21
|
First National Corp
Rockland,
Massachusetts
|
$9.62M
|
+$922K
|
+9,276
|
+10%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$8.02M
|
+$412K
|
+4,149
|
+5%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.23M
|
-$25.7K
|
-259
|
-0.3%
|
|
|
24
|
Greatmark Investment Partners
Columbus,
Georgia
|
$6.85M
|
-$485K
|
-4,879
|
-6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.88M
|
+$1.97M
|
+19,828
|
+66%
|
|
