|
1
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
-$5.44M
|
-109,135
|
-4%
|
|
|
2
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$31.8M
|
+$3M
|
+60,213
|
+10%
|
|
|
3
|
|
$23.6M
|
+$19.4M
|
+388,681
|
+460%
|
|
|
4
|
Foster Group
West Des Moines,
Iowa
|
$22.3M
|
+$712K
|
+14,296
|
+3%
|
|
|
5
|
|
$21.2M
|
+$3.31M
|
+66,401
|
+19%
|
|
|
6
|
|
$16.2M
|
+$15.8M
|
+317,184
|
+4,140%
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.8M
|
-$401K
|
-8,043
|
-3%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$10.4M
|
+$10.4M
|
+208,360
|
New
|
|
|
9
|
Colony Group
Boston,
Massachusetts
|
$9.66M
|
+$53.9K
|
+1,083
|
+0.6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.62M
|
+$362K
|
+7,277
|
+7%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.55M
|
+$1.92M
|
+38,453
|
+53%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.4M
|
-$1.86M
|
-37,398
|
-26%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.34M
|
+$416K
|
+8,350
|
+8%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$4.98M
|
-$295K
|
-5,916
|
-6%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.94M
|
+$150K
|
+3,009
|
+3%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.31M
|
+$1.73M
|
+34,685
|
+67%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.31M
|
+$1.73M
|
+34,685
|
+67%
|
|
|
18
|
Tobias Financial Advisors
Plantation,
Florida
|
$4M
|
-$180K
|
-3,610
|
-4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.7M
|
+$63.4K
|
+1,273
|
+2%
|
|
|
20
|
Ascent Group
Virginia Beach,
Virginia
|
$3.66M
|
+$134K
|
+2,690
|
+4%
|
|
|
21
|
1900 Wealth Management
San Antonio,
Texas
|
$3.64M
|
-$4.07M
|
-81,681
|
-53%
|
|
|
22
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.47M
|
-$1.74K
|
-35
|
-0.1%
|
|
|
23
|
Elmwood Wealth Management
Berkeley,
California
|
$3.14M
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.04M
|
+$38K
|
+763
|
+1%
|
|
|
25
|
Source Financial Advisors
New York
|
$3.02M
|
-$621K
|
-12,477
|
-17%
|
|
