|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$122M
|
-$3.74M
|
-39,648
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$61.6M
|
-$992K
|
-10,504
|
-2%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$42.6M
|
+$240K
|
+2,543
|
+0.6%
|
|
|
4
|
TD Capital Management
Memphis,
Tennessee
|
$32.1M
|
+$767K
|
+8,117
|
+2%
|
|
|
5
|
|
$31.4M
|
-$4.75M
|
-50,253
|
-13%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$29.2M
|
-$40.2K
|
-426
|
-0.1%
|
|
|
7
|
Tobias Financial Advisors
Plantation,
Florida
|
$22.1M
|
+$384K
|
+4,062
|
+2%
|
|
|
8
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$20.9M
|
+$1.22M
|
+12,936
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.1M
|
-$6.37M
|
-67,472
|
-25%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$271K
|
+2,871
|
+2%
|
|
|
11
|
Access Financial Services
Minneapolis,
Minnesota
|
$15.2M
|
-$249K
|
-2,639
|
-2%
|
|
|
12
|
O'Connor Financial Group
Quincy,
Illinois
|
$15.1M
|
+$1.57M
|
+16,629
|
+11%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$14.9M
|
-$5.62M
|
-59,458
|
-27%
|
|
|
14
|
|
$14M
|
-$3.17M
|
-33,603
|
-18%
|
|
|
15
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13.5M
|
-$95.2M
|
-1,007,593
|
-87%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$12.1M
|
-$550K
|
-5,829
|
-4%
|
|
|
17
|
AIFG Consultants
Halfmoon,
New York
|
$10.4M
|
+$84.1K
|
+891
|
+0.8%
|
|
|
18
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$8.77M
|
-$583K
|
-6,173
|
-6%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.77M
|
+$1.33M
|
+14,133
|
+18%
|
|
|
20
|
|
$7.98M
|
+$3.43M
|
+36,299
|
+74%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$7.81M
|
-$3.16M
|
-33,434
|
-29%
|
|
|
22
|
Austin Private Wealth
Austin,
Texas
|
$7.54M
|
+$468K
|
+4,951
|
+7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.1M
|
-$38.3M
|
-405,918
|
-84%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.63M
|
+$1.91M
|
+20,178
|
+40%
|
|
|
25
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$6.55M
|
+$145K
|
+1,540
|
+2%
|
|
