|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$104M
|
-$6.94M
|
-73,901
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$51.1M
|
-$4.72M
|
-50,245
|
-9%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$44M
|
-$548K
|
-5,835
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$40.6M
|
+$24.9M
|
+265,020
|
+162%
|
|
|
5
|
TD Capital Management
Memphis,
Tennessee
|
$34.5M
|
+$3.49M
|
+37,099
|
+11%
|
|
|
6
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$33.7M
|
+$7.62M
|
+81,154
|
+30%
|
|
|
7
|
|
$31.5M
|
+$1.66M
|
+17,702
|
+6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$19.6M
|
-$5.52M
|
-58,786
|
-22%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.4M
|
+$3.34M
|
+35,574
|
+21%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
-$2.6M
|
-27,681
|
-13%
|
|
|
11
|
O'Connor Financial Group
Quincy,
Illinois
|
$16.3M
|
+$483K
|
+5,140
|
+3%
|
|
|
12
|
49 Wealth Management
Austin,
Texas
|
$16.3M
|
+$16.1M
|
+171,545
|
New
|
|
|
13
|
Procyon Advisors
Shelton,
Connecticut
|
$15.9M
|
+$10.6M
|
+112,391
|
+204%
|
|
|
14
|
|
$15.8M
|
+$528K
|
+5,621
|
+4%
|
|
|
15
|
Access Financial Services
Minneapolis,
Minnesota
|
$13.5M
|
-$1.38M
|
-14,664
|
-9%
|
|
|
16
|
Vickerman Investment Advisors
Spokane,
Washington
|
$13.3M
|
+$13.2M
|
+140,329
|
New
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.5M
|
+$3.9M
|
+41,559
|
+52%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.4M
|
+$4.99M
|
+53,122
|
+79%
|
|
|
19
|
Howland Capital Management
Boston,
Massachusetts
|
$9.98M
|
-$754K
|
-8,020
|
-7%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.26M
|
-$970K
|
-10,320
|
-10%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.88M
|
-$2.09M
|
-22,248
|
-21%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$7.54M
|
-$576K
|
-6,129
|
-7%
|
|
|
23
|
Austin Private Wealth
Austin,
Texas
|
$6.89M
|
-$753K
|
-8,012
|
-10%
|
|
|
24
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$6.86M
|
-$1.85M
|
-19,728
|
-21%
|
|
|
25
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$6.57M
|
-$3.57K
|
-38
|
-0.1%
|
|
