|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$128M
|
-$9.31M
|
-98,494
|
-7%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$109M
|
+$120K
|
+1,268
|
+0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$63.3M
|
-$3.27M
|
-34,586
|
-5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.7M
|
+$581K
|
+6,147
|
+1%
|
|
|
5
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$42.9M
|
+$12.6M
|
+133,066
|
+42%
|
|
|
6
|
|
$36.6M
|
-$14.8M
|
-156,523
|
-29%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$32M
|
-$140K
|
-1,480
|
-0.4%
|
|
|
8
|
TD Capital Management
Memphis,
Tennessee
|
$31.7M
|
+$84.3K
|
+892
|
+0.3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$29.6M
|
+$817K
|
+8,645
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$25.7M
|
-$5.52M
|
-58,420
|
-18%
|
|
|
11
|
Tobias Financial Advisors
Plantation,
Florida
|
$22M
|
+$1.47M
|
+15,553
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$4.21M
|
+44,547
|
+26%
|
|
|
13
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$19.9M
|
+$1.51M
|
+16,011
|
+8%
|
|
|
14
|
|
$17.3M
|
+$109K
|
+1,158
|
+0.6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
-$584K
|
-6,182
|
-4%
|
|
|
16
|
Access Financial Services
Minneapolis,
Minnesota
|
$15.7M
|
-$139K
|
-1,471
|
-0.9%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.4M
|
-$1.88M
|
-19,844
|
-11%
|
|
|
18
|
O'Connor Financial Group
Quincy,
Illinois
|
$13.7M
|
+$13.7M
|
+144,844
|
New
|
|
|
19
|
Howland Capital Management
Boston,
Massachusetts
|
$12.8M
|
-$3.05M
|
-32,282
|
-19%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$3.49M
|
+36,908
|
+46%
|
|
|
21
|
AIFG Consultants
Halfmoon,
New York
|
$10.4M
|
+$2.78M
|
+29,461
|
+37%
|
|
|
22
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$9.46M
|
-$1.77M
|
-18,758
|
-16%
|
|
|
23
|
Renaissance Technologies
New York
|
$8.04M
|
-$962K
|
-10,181
|
-11%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.53M
|
+$3.86M
|
+40,844
|
+106%
|
|
|
25
|
Austin Private Wealth
Austin,
Texas
|
$7.16M
|
+$151K
|
+1,593
|
+2%
|
|
