|
1
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$28.9M
|
+562,409
|
+40%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.4M
|
–
|
–
|
–
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.4M
|
+$3.43M
|
+66,752
|
+12%
|
|
|
4
|
|
$15.1M
|
+$1.25M
|
+24,356
|
+9%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.59M
|
-$2.17M
|
-42,214
|
-18%
|
|
|
6
|
R.M. Davis Inc
Portland,
Maine
|
$8.74M
|
+$2.86M
|
+55,630
|
+49%
|
|
|
7
|
Signify Wealth
Saint Louis,
Missouri
|
$8.66M
|
-$423K
|
-8,222
|
-5%
|
|
|
8
|
|
$7.5M
|
+$7.5M
|
+145,717
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$7.46M
|
+$7.46M
|
+145,071
|
New
|
|
|
10
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.15M
|
+$194K
|
+3,773
|
+4%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.82M
|
+$665K
|
+12,926
|
+16%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.83M
|
+$3.24M
|
+62,972
|
+547%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.36M
|
+$862K
|
+16,755
|
+35%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.31M
|
+$161K
|
+3,138
|
+8%
|
|
|
15
|
SWMG LLC
Fort Worth,
Texas
|
$2.25M
|
+$2.25M
|
+43,764
|
New
|
|
|
16
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.24M
|
+$59.4K
|
+1,154
|
+3%
|
|
|
17
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.98M
|
+$1.97M
|
+38,388
|
New
|
|
|
18
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.96M
|
-$39.6K
|
-770
|
-2%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.96M
|
+$319K
|
+6,197
|
+19%
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.85M
|
-$279K
|
-5,419
|
-13%
|
|
|
21
|
|
$1.82M
|
-$296K
|
-5,748
|
-14%
|
|
|
22
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.7M
|
+$60.7K
|
+1,180
|
+4%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.7M
|
-$283K
|
-5,498
|
-14%
|
|
|
24
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.59M
|
+$536K
|
+10,422
|
+51%
|
|
|
25
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.58M
|
-$94.5K
|
-1,838
|
-6%
|
|
