|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$92.8M
|
+$1.74M
|
+18,178
|
+2%
|
|
|
2
|
TD Capital Management
Memphis,
Tennessee
|
$41.1M
|
+$932K
|
+9,755
|
+2%
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$39.3M
|
-$39.1M
|
-408,951
|
-50%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$36.3M
|
+$11.6M
|
+121,268
|
+47%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
-$1.06M
|
-11,067
|
-3%
|
|
|
6
|
|
$31.8M
|
+$2.29M
|
+23,989
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$17.2M
|
+180,428
|
+160%
|
|
|
8
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$23.8M
|
+$3.66M
|
+38,352
|
+18%
|
|
|
9
|
|
$23.2M
|
+$4.1M
|
+42,922
|
+22%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.4M
|
+$2.98M
|
+31,225
|
+17%
|
|
|
11
|
O'Connor Financial Group
Quincy,
Illinois
|
$19.9M
|
+$465K
|
+4,868
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
+$1.38M
|
+14,417
|
+8%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.1M
|
-$948K
|
-9,923
|
-6%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$12.2M
|
-$9.24M
|
-96,782
|
-43%
|
|
|
15
|
Access Financial Services
Minneapolis,
Minnesota
|
$11.9M
|
+$1.56M
|
+16,330
|
+15%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$6.69M
|
+70,025
|
+171%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$89.5K
|
-937
|
-0.9%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.33M
|
+$117K
|
+1,221
|
+1%
|
|
|
19
|
First National Corp
Rockland,
Massachusetts
|
$8.51M
|
+$802K
|
+8,397
|
+10%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$8.1M
|
+$7.19M
|
+75,318
|
+832%
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$7.39M
|
-$87K
|
-911
|
-1%
|
|
|
22
|
Astor Investment Management
Chicago,
Illinois
|
$7.09M
|
+$7.06M
|
+73,899
|
New
|
|
|
23
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$6.13M
|
+$226K
|
+2,366
|
+4%
|
|
|
24
|
|
$4.77M
|
+$4.17M
|
+43,671
|
+730%
|
|
|
25
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.69M
|
+$292K
|
+3,057
|
+7%
|
|
