|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$120M
|
+$98.9M
|
+1,020,138
|
+445%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$119M
|
+$51.7M
|
+533,064
|
+75%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$69.9M
|
+$1.78M
|
+18,394
|
+3%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$66M
|
+$20.3M
|
+209,526
|
+44%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$64M
|
+$97
|
+1
|
+0%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$57.8M
|
+$8.72M
|
+90,032
|
+18%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$41.9M
|
+$42.3M
|
+436,777
|
New
|
|
|
8
|
|
$39M
|
-$1.43M
|
-14,743
|
-4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.4M
|
+$2.09M
|
+21,616
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$28.7M
|
+$10.2M
|
+104,887
|
+54%
|
|
|
11
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$26.8M
|
-$6.64M
|
-68,496
|
-20%
|
|
|
12
|
Howland Capital Management
Boston,
Massachusetts
|
$24.1M
|
-$7.91M
|
-81,620
|
-25%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$2.82M
|
+29,050
|
+16%
|
|
|
14
|
Access Financial Services
Minneapolis,
Minnesota
|
$17.4M
|
-$35.1K
|
-362
|
-0.2%
|
|
|
15
|
|
$16.9M
|
+$17M
|
+175,895
|
New
|
|
|
16
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.8M
|
+$498K
|
+5,136
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
-$2.93M
|
-30,196
|
-18%
|
|
|
18
|
|
$13M
|
+$10.6M
|
+109,137
|
+417%
|
|
|
19
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$12.6M
|
+$12M
|
+124,250
|
+1,909%
|
|
|
20
|
Antonetti Capital Management
Naples,
Florida
|
$12.2M
|
+$189K
|
+1,951
|
+2%
|
|
|
21
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$11.7M
|
+$440K
|
+4,539
|
+4%
|
|
|
22
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.1M
|
-$9.89M
|
-102,064
|
-47%
|
|
|
23
|
Austin Private Wealth
Austin,
Texas
|
$8.05M
|
+$8.13M
|
+83,853
|
New
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$7.36M
|
+$4.34M
|
+44,762
|
+141%
|
|
|
25
|
First National Corp
Rockland,
Massachusetts
|
$7.13M
|
-$2.36M
|
-24,379
|
-25%
|
|
