|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$90.1M
|
-$2.77M
|
-29,140
|
-3%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$77.8M
|
+$724K
|
+7,605
|
+0.9%
|
|
|
3
|
TD Capital Management
Memphis,
Tennessee
|
$39.7M
|
-$3.09M
|
-32,502
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
-$294K
|
-3,084
|
-0.9%
|
|
|
5
|
|
$29.2M
|
-$2.73M
|
-28,691
|
-9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$24.4M
|
+$4.01M
|
+42,081
|
+20%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$21.3M
|
-$50.4K
|
-529
|
-0.2%
|
|
|
8
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$20M
|
+$20M
|
+210,048
|
New
|
|
|
9
|
O'Connor Financial Group
Quincy,
Illinois
|
$19.2M
|
+$585K
|
+6,141
|
+3%
|
|
|
10
|
|
$18.8M
|
+$14.8M
|
+155,411
|
+362%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.2M
|
+$17.3M
|
+181,497
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$156K
|
+1,639
|
+0.9%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.9M
|
-$420K
|
-4,408
|
-3%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.8M
|
+$756K
|
+7,940
|
+7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$268K
|
+2,817
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$3.42M
|
-35,905
|
-25%
|
|
|
17
|
Access Financial Services
Minneapolis,
Minnesota
|
$10.2M
|
-$749K
|
-7,864
|
-7%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.12M
|
+$49.9K
|
+524
|
+0.5%
|
|
|
19
|
Vickerman Investment Advisors
Spokane,
Washington
|
$8.36M
|
-$1.28M
|
-13,493
|
-13%
|
|
|
20
|
First National Corp
Rockland,
Massachusetts
|
$7.63M
|
+$2.16M
|
+22,669
|
+39%
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$7.43M
|
-$196K
|
-2,062
|
-3%
|
|
|
22
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.66M
|
+$6.68M
|
+70,110
|
New
|
|
|
23
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$5.84M
|
+$276K
|
+2,899
|
+5%
|
|
|
24
|
Austin Private Wealth
Austin,
Texas
|
$5.45M
|
-$606K
|
-6,369
|
-10%
|
|
|
25
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.43M
|
+$206K
|
+2,164
|
+5%
|
|
