|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$93.8M
|
+$164K
|
+1,718
|
+0.2%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$77.8M
|
+$1.53M
|
+16,086
|
+2%
|
|
|
3
|
TD Capital Management
Memphis,
Tennessee
|
$43.3M
|
+$1.36M
|
+14,221
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34.8M
|
-$1.07M
|
-11,243
|
-3%
|
|
|
5
|
|
$32.2M
|
-$2.9M
|
-30,368
|
-8%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$21.5M
|
+$649K
|
+6,809
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$267K
|
+2,801
|
+1%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$18.8M
|
+$1.04M
|
+10,908
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
-$2.13M
|
-22,297
|
-11%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.5M
|
+$1.19M
|
+12,483
|
+8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
-$2.78M
|
-29,128
|
-17%
|
|
|
12
|
Access Financial Services
Minneapolis,
Minnesota
|
$11.1M
|
-$926K
|
-9,706
|
-8%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$2.38M
|
+24,973
|
+29%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.2M
|
-$1.18M
|
-12,367
|
-10%
|
|
|
15
|
Vickerman Investment Advisors
Spokane,
Washington
|
$9.74M
|
+$9.25K
|
+97
|
+0.1%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.16M
|
-$439K
|
-4,601
|
-5%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$7.68M
|
-$384K
|
-4,024
|
-5%
|
|
|
18
|
Austin Private Wealth
Austin,
Texas
|
$6.12M
|
-$58.9K
|
-618
|
-1%
|
|
|
19
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$5.62M
|
+$5.59M
|
+58,576
|
New
|
|
|
20
|
First National Corp
Rockland,
Massachusetts
|
$5.53M
|
-$76.3K
|
-800
|
-1%
|
|
|
21
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$4.49M
|
+$144K
|
+1,513
|
+3%
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.27M
|
+$387K
|
+4,057
|
+10%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$4.15M
|
-$2.8M
|
-29,389
|
-40%
|
|
|
24
|
SkyOak Wealth
Southfield,
Michigan
|
$4.12M
|
-$243K
|
-2,547
|
-6%
|
|
|
25
|
|
$4.12M
|
+$598K
|
+6,272
|
+17%
|
|
