|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$136M
|
-$15.5M
|
-164,950
|
-10%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$108M
|
-$12.1M
|
-128,392
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$66.1M
|
-$3.6M
|
-38,353
|
-5%
|
|
|
4
|
|
$51.1M
|
+$2.92M
|
+31,065
|
+6%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.8M
|
-$4.33M
|
-46,043
|
-9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
-$1.12M
|
-11,877
|
-3%
|
|
|
7
|
TD Capital Management
Memphis,
Tennessee
|
$31.4M
|
+$5.56M
|
+59,150
|
+22%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$31.1M
|
+$5.78M
|
+61,444
|
+23%
|
|
|
9
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$30M
|
+$170K
|
+1,810
|
+0.6%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$28.6M
|
-$14.7M
|
-156,688
|
-34%
|
|
|
11
|
Tobias Financial Advisors
Plantation,
Florida
|
$20.4M
|
+$1.92M
|
+20,467
|
+10%
|
|
|
12
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$18.3M
|
+$511K
|
+5,436
|
+3%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.2M
|
-$33.2M
|
-352,927
|
-66%
|
|
|
14
|
|
$17.2M
|
+$1.69M
|
+18,005
|
+11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$3.41M
|
+36,273
|
+26%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$2.62M
|
+27,922
|
+19%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$15.8M
|
-$3.12M
|
-33,158
|
-17%
|
|
|
18
|
Access Financial Services
Minneapolis,
Minnesota
|
$15.7M
|
-$784K
|
-8,345
|
-5%
|
|
|
19
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$11.2M
|
-$898K
|
-9,553
|
-7%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.1M
|
+$2.47M
|
+26,234
|
+29%
|
|
|
21
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$9.95M
|
+$9.92M
|
+105,574
|
New
|
|
|
22
|
Renaissance Technologies
New York
|
$8.94M
|
+$8.62M
|
+91,681
|
+2,865%
|
|
|
23
|
MGO One Seven
Beachwood,
Ohio
|
$8M
|
-$1.24M
|
-13,225
|
-13%
|
|
|
24
|
AIFG Consultants
Halfmoon,
New York
|
$7.59M
|
+$7.57M
|
+80,536
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$7.53M
|
-$6.84M
|
-72,812
|
-48%
|
|
