|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$85.4M
|
+$678K
|
+20,120
|
+0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$79.3M
|
-$9.51M
|
-282,185
|
-11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.9M
|
+$1.16M
|
+34,533
|
+2%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$21.6M
|
-$452K
|
-13,420
|
-2%
|
|
|
5
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$16.8M
|
-$246K
|
-7,310
|
-1%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.4M
|
-$1.46M
|
-43,231
|
-9%
|
|
|
7
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$14.1M
|
+$121K
|
+3,603
|
+0.9%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$13.8M
|
+$1.02M
|
+30,283
|
+8%
|
|
|
9
|
|
$10.7M
|
-$709K
|
-21,042
|
-6%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$10.5M
|
-$150K
|
-4,449
|
-1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.87M
|
+$660K
|
+19,595
|
+7%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.92M
|
+$942K
|
+27,953
|
+14%
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.13M
|
+$7.12M
|
+211,294
|
New
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$6.39M
|
+$708K
|
+20,996
|
+12%
|
|
|
15
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.27M
|
-$640K
|
-18,976
|
-11%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.84M
|
+$2.37M
|
+70,184
|
+96%
|
|
|
17
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$3.99M
|
+$426K
|
+12,627
|
+12%
|
|
|
18
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.82M
|
-$336K
|
-9,983
|
-8%
|
|
|
19
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$3.81M
|
+$992K
|
+29,445
|
+35%
|
|
|
20
|
Kaizen Financial Strategies
Campbell,
California
|
$3.54M
|
+$368K
|
+10,917
|
+12%
|
|
|
21
|
Collective Family Office
York,
Pennsylvania
|
$3.44M
|
+$2.13M
|
+63,303
|
+163%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.38M
|
-$2.05M
|
-60,977
|
-38%
|
|
|
23
|
Park Avenue Securities
New York
|
$3.14M
|
-$299K
|
-8,869
|
-9%
|
|
|
24
|
WBH Advisory
Baltimore,
Maryland
|
$2.82M
|
-$543K
|
-16,125
|
-16%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.82M
|
+$1.77M
|
+52,473
|
+169%
|
|
