|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$109M
|
-$13M
|
-138,859
|
-11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$55.2M
|
-$6.33M
|
-67,571
|
-10%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$44M
|
+$1.46M
|
+15,587
|
+3%
|
|
|
4
|
|
$32.3M
|
+$24.3M
|
+259,841
|
+305%
|
|
|
5
|
TD Capital Management
Memphis,
Tennessee
|
$30.6M
|
-$1.47M
|
-15,634
|
-5%
|
|
|
6
|
|
$29.5M
|
-$1.87M
|
-19,918
|
-6%
|
|
|
7
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$25.8M
|
+$25.7M
|
+274,705
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$24.9M
|
-$4.32M
|
-46,108
|
-15%
|
|
|
9
|
Tobias Financial Advisors
Plantation,
Florida
|
$23.9M
|
+$1.83M
|
+19,508
|
+8%
|
|
|
10
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$22.7M
|
+$1.75M
|
+18,669
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$19.7M
|
+$576K
|
+6,146
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
-$54.4K
|
-580
|
-0.3%
|
|
|
13
|
O'Connor Financial Group
Quincy,
Illinois
|
$15.7M
|
+$554K
|
+5,907
|
+4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$445K
|
+4,753
|
+3%
|
|
|
15
|
|
$15M
|
+$1.03M
|
+10,965
|
+7%
|
|
|
16
|
Access Financial Services
Minneapolis,
Minnesota
|
$14.7M
|
-$550K
|
-5,864
|
-4%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$10.6M
|
-$1.48M
|
-15,793
|
-12%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.1M
|
+$1.36M
|
+14,489
|
+15%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.88M
|
+$2.78M
|
+29,641
|
+39%
|
|
|
20
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$8.64M
|
-$133K
|
-1,420
|
-2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$8.03M
|
+$218K
|
+2,331
|
+3%
|
|
|
22
|
Austin Private Wealth
Austin,
Texas
|
$7.56M
|
+$22.8K
|
+243
|
+0.3%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.5M
|
+$869K
|
+9,272
|
+13%
|
|
|
24
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$6.5M
|
-$49.1K
|
-524
|
-0.8%
|
|
|
25
|
Antonetti Capital Management
Naples,
Florida
|
$6.38M
|
-$15.3K
|
-163
|
-0.2%
|
|
