|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$83.1M
|
-$9.53M
|
-99,835
|
-10%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$62.2M
|
+$33.9M
|
+355,634
|
+121%
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$42.2M
|
+$2.89M
|
+30,297
|
+7%
|
|
|
4
|
TD Capital Management
Memphis,
Tennessee
|
$41.9M
|
+$861K
|
+9,021
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$38.6M
|
+$2.3M
|
+24,076
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$34.5M
|
+$1.09M
|
+11,453
|
+3%
|
|
|
7
|
|
$34M
|
+$2.25M
|
+23,552
|
+7%
|
|
|
8
|
|
$24M
|
+$920K
|
+9,638
|
+4%
|
|
|
9
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$23.9M
|
+$142K
|
+1,493
|
+0.6%
|
|
|
10
|
O'Connor Financial Group
Quincy,
Illinois
|
$20.6M
|
+$824K
|
+8,629
|
+4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$9.79M
|
+102,555
|
+92%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.9M
|
-$342K
|
-3,581
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
+$130K
|
+1,364
|
+0.7%
|
|
|
14
|
Astor Investment Management
Chicago,
Illinois
|
$17.7M
|
+$10.6M
|
+111,260
|
+151%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.3M
|
+$2.25M
|
+23,531
|
+16%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$12.6M
|
+$400K
|
+4,188
|
+3%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.41M
|
+$94.8K
|
+993
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.05M
|
-$1.25M
|
-13,085
|
-12%
|
|
|
19
|
First National Corp
Rockland,
Massachusetts
|
$8.98M
|
+$478K
|
+5,007
|
+6%
|
|
|
20
|
Howland Capital Management
Boston,
Massachusetts
|
$7.47M
|
+$89.1K
|
+934
|
+1%
|
|
|
21
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$6.27M
|
+$152K
|
+1,592
|
+2%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$6.13M
|
+$3.66M
|
+38,329
|
+149%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$5.5M
|
+$3.18M
|
+33,292
|
+138%
|
|
|
24
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.82M
|
+$140K
|
+1,470
|
+3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.77M
|
+$2.06M
|
+21,566
|
+77%
|
|
