|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.2M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
-$1.11M
|
-20,405
|
-6%
|
|
|
3
|
|
$17M
|
+$1.45M
|
+26,742
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$413K
|
-7,602
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$1.25M
|
+22,942
|
+13%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$8.24M
|
-$59.6K
|
-1,097
|
-0.7%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.07M
|
+$189K
|
+3,484
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.28M
|
-$23.2K
|
-428
|
-0.5%
|
|
|
9
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.85M
|
-$38.6K
|
-710
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.65M
|
+$156K
|
+2,876
|
+5%
|
|
|
11
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.19M
|
+$786K
|
+14,472
|
+33%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.17M
|
-$86.6K
|
-1,595
|
-3%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.91M
|
+$2.43M
|
+44,773
|
+537%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$2.9M
|
+$578K
|
+10,640
|
+25%
|
|
|
15
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$2.81M
|
+$467K
|
+8,600
|
+20%
|
|
|
16
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$2.37M
|
+$54.3K
|
+1,000
|
+2%
|
|
|
17
|
Sunesis Advisors
Overland Park,
Kansas
|
$2.31M
|
-$7.77K
|
-143
|
-0.3%
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$2.13M
|
-$397K
|
-7,300
|
-16%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.85M
|
+$23.4K
|
+431
|
+1%
|
|
|
20
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.75M
|
-$101K
|
-1,868
|
-6%
|
|
|
21
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.68M
|
+$31.9K
|
+588
|
+2%
|
|
|
22
|
Aviance Capital Partners
Naples,
Florida
|
$1.5M
|
+$16.2K
|
+299
|
+1%
|
|
|
23
|
Boston Advisors
Boston,
Massachusetts
|
$1.5M
|
+$113K
|
+2,077
|
+8%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.34M
|
+$63.2K
|
+1,163
|
+5%
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.2M
|
+$489
|
+9
|
+0%
|
|
