|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.4M
|
–
|
–
|
–
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.09M
|
+$8.05M
|
+159,929
|
New
|
|
|
3
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$4.99M
|
+$151K
|
+3,000
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.74M
|
+$102K
|
+2,034
|
+2%
|
|
|
5
|
|
$3.35M
|
+$370K
|
+7,347
|
+12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.02M
|
-$526K
|
-10,454
|
-15%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.52M
|
+$1.25M
|
+24,809
|
+469%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
+$50
|
+1
|
+0%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
+$110K
|
+2,180
|
+10%
|
|
|
10
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.11M
|
+$210K
|
+4,182
|
+23%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.05M
|
-$72K
|
-1,431
|
-6%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$962K
|
+$57.4K
|
+1,140
|
+6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$952K
|
+$235K
|
+4,664
|
+33%
|
|
|
14
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$903K
|
+$898K
|
+17,848
|
New
|
|
|
15
|
Advisors Preferred
Rockville,
Maryland
|
$507K
|
+$1.51K
|
+30
|
+0.3%
|
|
|
16
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$506K
|
-$50.3K
|
-1,000
|
-9%
|
|
|
17
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$481K
|
+$201
|
+4
|
+0%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$456K
|
+$133K
|
+2,641
|
+41%
|
|
|
19
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$454K
|
+$22.5K
|
+447
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$430K
|
+$9.11K
|
+181
|
+2%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$368K
|
+$92.9K
|
+1,846
|
+34%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$350K
|
-$2.06K
|
-41
|
-0.6%
|
|
|
23
|
TD Capital Management
Memphis,
Tennessee
|
$346K
|
+$654
|
+13
|
+0.2%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$345K
|
–
|
–
|
–
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$329K
|
+$81.1K
|
+1,611
|
+33%
|
|
