|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$92.4M
|
-$978K
|
-10,363
|
-1%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$75.3M
|
+$38.5M
|
+407,920
|
+105%
|
|
|
3
|
TD Capital Management
Memphis,
Tennessee
|
$41.3M
|
+$3.03M
|
+32,070
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$35.4M
|
-$12M
|
-127,563
|
-25%
|
|
|
5
|
|
$34.6M
|
+$4.22M
|
+44,704
|
+14%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$20.6M
|
-$1.49M
|
-15,739
|
-7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.1M
|
-$24.9K
|
-264
|
-0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$19M
|
+$107K
|
+1,134
|
+0.6%
|
|
|
9
|
O'Connor Financial Group
Quincy,
Illinois
|
$17.5M
|
+$300K
|
+3,182
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
-$2.04M
|
-21,627
|
-11%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.1M
|
+$3.9M
|
+41,314
|
+38%
|
|
|
12
|
Access Financial Services
Minneapolis,
Minnesota
|
$11.9M
|
-$966K
|
-10,229
|
-8%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.2M
|
-$1.18M
|
-12,527
|
-10%
|
|
|
14
|
Vickerman Investment Advisors
Spokane,
Washington
|
$9.6M
|
-$3.82M
|
-40,492
|
-29%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.47M
|
-$2.86M
|
-30,288
|
-23%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$8.03M
|
+$438K
|
+4,641
|
+6%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$7.96M
|
-$936K
|
-9,916
|
-11%
|
|
|
18
|
Renaissance Technologies
New York
|
$7.03M
|
-$529K
|
-5,605
|
-7%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$6.87M
|
-$73.5K
|
-778
|
-1%
|
|
|
20
|
Austin Private Wealth
Austin,
Texas
|
$6.09M
|
-$92.9K
|
-984
|
-2%
|
|
|
21
|
First National Corp
Rockland,
Massachusetts
|
$5.53M
|
+$1.16M
|
+12,274
|
+27%
|
|
|
22
|
49 Wealth Management
Austin,
Texas
|
$5.42M
|
-$13.1M
|
-138,551
|
-71%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.39M
|
+$3.16M
|
+33,518
|
+143%
|
|
|
24
|
|
$4.86M
|
+$2.28M
|
+24,202
|
+89%
|
|
|
25
|
SkyOak Wealth
Southfield,
Michigan
|
$4.3M
|
+$3.02K
|
+32
|
+0.1%
|
|
