|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88.8M
|
+$5.44M
|
+56,803
|
+7%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$85.7M
|
+$43.2M
|
+451,566
|
+103%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$56.6M
|
-$5.78M
|
-60,383
|
-9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$41.4M
|
+$2.69M
|
+28,121
|
+7%
|
|
|
5
|
TD Capital Management
Memphis,
Tennessee
|
$41.1M
|
-$886K
|
-9,246
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$36.9M
|
+$2.28M
|
+23,820
|
+7%
|
|
|
7
|
|
$31.3M
|
-$2.74M
|
-28,565
|
-8%
|
|
|
8
|
|
$25.8M
|
+$1.67M
|
+17,489
|
+7%
|
|
|
9
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$25.6M
|
+$1.61M
|
+16,767
|
+7%
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$24.5M
|
+$24.5M
|
+255,336
|
New
|
|
|
11
|
O'Connor Financial Group
Quincy,
Illinois
|
$21.1M
|
+$399K
|
+4,164
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
+$423K
|
+4,418
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$24.1K
|
+252
|
+0.1%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.1M
|
-$1.96M
|
-20,423
|
-10%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14M
|
-$2.37M
|
-24,763
|
-15%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$13.3M
|
+$625K
|
+6,521
|
+5%
|
|
|
17
|
First National Corp
Rockland,
Massachusetts
|
$9.92M
|
+$935K
|
+9,761
|
+10%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.57M
|
+$127K
|
+1,331
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.51M
|
-$568K
|
-5,927
|
-6%
|
|
|
20
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$7.63M
|
+$7.6M
|
+79,315
|
New
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$6.96M
|
-$535K
|
-5,591
|
-7%
|
|
|
22
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$6.49M
|
+$197K
|
+2,061
|
+3%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$6.47M
|
+$947K
|
+9,892
|
+17%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$5.39M
|
-$755K
|
-7,886
|
-12%
|
|
|
25
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.3M
|
+$468K
|
+4,882
|
+10%
|
|
