|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$152M
|
+$35.2M
|
+367,709
|
+30%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$121M
|
+$2.82M
|
+29,529
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.1M
|
+$1.18M
|
+12,327
|
+2%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$50.7M
|
+$9.43M
|
+98,642
|
+23%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.4M
|
-$15.8M
|
-165,459
|
-24%
|
|
|
6
|
|
$48.4M
|
+$10M
|
+104,751
|
+26%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$43.6M
|
-$13.6M
|
-142,462
|
-24%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.2M
|
-$1.8M
|
-18,780
|
-5%
|
|
|
9
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$30M
|
+$3.62M
|
+37,905
|
+14%
|
|
|
10
|
TD Capital Management
Memphis,
Tennessee
|
$26M
|
+$18.9M
|
+197,511
|
+258%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$25.4M
|
-$2.93M
|
-30,594
|
-10%
|
|
|
12
|
Howland Capital Management
Boston,
Massachusetts
|
$18.9M
|
-$4.91M
|
-51,362
|
-20%
|
|
|
13
|
Tobias Financial Advisors
Plantation,
Florida
|
$18.5M
|
+$7.71M
|
+80,657
|
+70%
|
|
|
14
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17.9M
|
+$2.33M
|
+24,355
|
+15%
|
|
|
15
|
Access Financial Services
Minneapolis,
Minnesota
|
$16.6M
|
-$543K
|
-5,681
|
-3%
|
|
|
16
|
MGO One Seven
Beachwood,
Ohio
|
$16.1M
|
+$4.86M
|
+50,873
|
+108%
|
|
|
17
|
|
$15.5M
|
-$1.17M
|
-12,288
|
-7%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$5.28M
|
-55,253
|
-27%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$289K
|
+3,018
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$7.99M
|
+83,607
|
+154%
|
|
|
21
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$12.1M
|
-$258K
|
-2,699
|
-2%
|
|
|
22
|
Antonetti Capital Management
Naples,
Florida
|
$12.1M
|
+$33.5K
|
+350
|
+0.3%
|
|
|
23
|
HUB Investment Partners
Austin,
Texas
|
$11.4M
|
+$11.5M
|
+120,136
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.7M
|
+$3.87M
|
+40,518
|
+79%
|
|
|
25
|
Austin Private Wealth
Austin,
Texas
|
$7.45M
|
-$497K
|
-5,199
|
-6%
|
|
