|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$93.6M
|
-$10.1M
|
-106,356
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$47.6M
|
-$3.53M
|
-37,244
|
-7%
|
|
|
3
|
TD Capital Management
Memphis,
Tennessee
|
$38.4M
|
+$3.86M
|
+40,724
|
+11%
|
|
|
4
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$36.7M
|
+$2.96M
|
+31,169
|
+9%
|
|
|
5
|
|
$30.5M
|
-$1.1M
|
-11,581
|
-3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$22.1M
|
+$2.53M
|
+26,681
|
+13%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.2M
|
-$20.5M
|
-216,226
|
-50%
|
|
|
8
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$19.8M
|
-$24.2M
|
-255,016
|
-55%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$1.66M
|
+17,485
|
+10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
-$866K
|
-9,128
|
-4%
|
|
|
11
|
49 Wealth Management
Austin,
Texas
|
$18.5M
|
+$2.31M
|
+24,403
|
+14%
|
|
|
12
|
O'Connor Financial Group
Quincy,
Illinois
|
$17.3M
|
+$891K
|
+9,400
|
+5%
|
|
|
13
|
Vickerman Investment Advisors
Spokane,
Washington
|
$13.5M
|
+$150K
|
+1,587
|
+1%
|
|
|
14
|
Access Financial Services
Minneapolis,
Minnesota
|
$12.9M
|
-$604K
|
-6,372
|
-4%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.4M
|
+$983K
|
+10,362
|
+9%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.4M
|
+$833K
|
+8,789
|
+7%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.2M
|
+$940K
|
+9,917
|
+10%
|
|
|
18
|
Howland Capital Management
Boston,
Massachusetts
|
$8.91M
|
-$1.04M
|
-11,002
|
-10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$7.6M
|
+$59.3K
|
+625
|
+0.8%
|
|
|
20
|
Renaissance Technologies
New York
|
$7.58M
|
+$3.25M
|
+34,305
|
+75%
|
|
|
21
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$6.96M
|
+$388K
|
+4,095
|
+6%
|
|
|
22
|
Austin Private Wealth
Austin,
Texas
|
$6.17M
|
-$697K
|
-7,355
|
-10%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.76M
|
-$2.13M
|
-22,499
|
-27%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$5.42M
|
+$4.98M
|
+52,505
|
+1,123%
|
|
|
25
|
|
$4.88M
|
-$10.8M
|
-114,321
|
-69%
|
|
