|
1
|
Bank of America
Charlotte,
North Carolina
|
$133M
|
-$47.7M
|
-957,776
|
-26%
|
|
|
2
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$28.8M
|
+$3.16M
|
+63,527
|
+12%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$21.6M
|
+$21.5M
|
+431,778
|
New
|
|
|
4
|
|
$17.9M
|
+$9.8M
|
+196,766
|
+122%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.2M
|
-$448K
|
-9,000
|
-3%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$9.62M
|
+$1.29M
|
+25,897
|
+16%
|
|
|
7
|
1900 Wealth Management
San Antonio,
Texas
|
$7.72M
|
-$1.71M
|
-34,359
|
-18%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.27M
|
-$5.29M
|
-106,092
|
-42%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$5.28M
|
-$1.53M
|
-30,804
|
-23%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.26M
|
-$593K
|
-11,901
|
-10%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.93M
|
+$179K
|
+3,601
|
+4%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.79M
|
+$94.3K
|
+1,893
|
+2%
|
|
|
13
|
|
$4.22M
|
-$363K
|
-7,290
|
-8%
|
|
|
14
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.19M
|
+$520K
|
+10,441
|
+14%
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.86M
|
-$78.8K
|
-1,582
|
-2%
|
|
|
16
|
Source Financial Advisors
New York
|
$3.65M
|
+$1.8M
|
+36,179
|
+98%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.64M
|
+$1.43M
|
+28,648
|
+65%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.64M
|
-$36.1M
|
-724,696
|
-91%
|
|
|
19
|
Ascent Group
Virginia Beach,
Virginia
|
$3.54M
|
+$2.02M
|
+40,637
|
+135%
|
|
|
20
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.48M
|
-$103K
|
-2,075
|
-3%
|
|
|
21
|
Elmwood Wealth Management
Berkeley,
California
|
$3.15M
|
+$767K
|
+15,400
|
+32%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.01M
|
-$205K
|
-4,112
|
-6%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.95M
|
+$115K
|
+2,305
|
+4%
|
|
|
24
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.59M
|
+$1.73M
|
+34,709
|
+201%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.59M
|
+$381K
|
+7,649
|
+17%
|
|
