|
1
|
Bank of America
Charlotte,
North Carolina
|
$72.1M
|
+$52.7M
|
+1,024,504
|
+270%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.4M
|
–
|
–
|
–
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.9M
|
+$3.76M
|
+73,097
|
+16%
|
|
|
4
|
|
$13.8M
|
+$2.24M
|
+43,628
|
+19%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$11.7M
|
+$4.82M
|
+93,776
|
+70%
|
|
|
6
|
Signify Wealth
Saint Louis,
Missouri
|
$9.07M
|
+$2.17M
|
+42,249
|
+31%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$8.61M
|
+$1.25M
|
+24,275
|
+17%
|
|
|
8
|
R.M. Davis Inc
Portland,
Maine
|
$5.87M
|
+$3.13M
|
+60,860
|
+114%
|
|
|
9
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.94M
|
+$454K
|
+8,820
|
+10%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.14M
|
+$523K
|
+10,172
|
+14%
|
|
|
11
|
First National Corp
Rockland,
Massachusetts
|
$3.43M
|
+$1.84M
|
+35,691
|
+115%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2.49M
|
-$883K
|
-17,159
|
-26%
|
|
|
13
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.18M
|
+$2.18M
|
+42,448
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.14M
|
+$232K
|
+4,510
|
+12%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.13M
|
-$470K
|
-9,146
|
-18%
|
|
|
16
|
|
$2.11M
|
+$2.12M
|
+41,129
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$2.11M
|
+$2.11M
|
+41,031
|
New
|
|
|
18
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.99M
|
–
|
–
|
–
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.98M
|
-$23.4K
|
-455
|
-1%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.9M
|
+$1.9M
|
+36,988
|
New
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.67M
|
+$184K
|
+3,570
|
+12%
|
|
|
22
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.64M
|
-$298K
|
-5,795
|
-15%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.64M
|
+$179K
|
+3,486
|
+12%
|
|
|
24
|
MJP Associates
Farmington,
Connecticut
|
$1.57M
|
+$184K
|
+3,570
|
+13%
|
|
|
25
|
Nottingham Advisors
Amherst,
New York
|
$1.33M
|
-$134K
|
-2,601
|
-9%
|
|
