|
1
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$32M
|
+624,748
|
+36%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.4M
|
+$52.4M
|
+1,022,786
|
New
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$32.7M
|
+$1.27M
|
+24,690
|
+4%
|
|
|
4
|
|
$31.2M
|
+$5.7M
|
+111,226
|
+22%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$29.9M
|
+$6.31M
|
+123,058
|
+27%
|
|
|
6
|
|
$27.8M
|
-$2.46M
|
-47,972
|
-8%
|
|
|
7
|
Signify Wealth
Saint Louis,
Missouri
|
$23.3M
|
+$12.7M
|
+247,966
|
+119%
|
|
|
8
|
R.M. Davis Inc
Portland,
Maine
|
$9.81M
|
+$409K
|
+7,978
|
+4%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$9.46M
|
-$668K
|
-13,025
|
-7%
|
|
|
10
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.81M
|
+$6.81M
|
+132,958
|
New
|
|
|
11
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.84M
|
+$548K
|
+10,683
|
+10%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$5.57M
|
-$3.22M
|
-62,824
|
-37%
|
|
|
13
|
TD Capital Management
Memphis,
Tennessee
|
$4.53M
|
+$2.17M
|
+42,385
|
+92%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.26M
|
-$226K
|
-4,410
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$4.18M
|
+$5.79K
|
+113
|
+0.1%
|
|
|
16
|
First National Corp
Rockland,
Massachusetts
|
$3.12M
|
+$78.6K
|
+1,534
|
+3%
|
|
|
17
|
SWMG LLC
Fort Worth,
Texas
|
$2.94M
|
+$560K
|
+10,927
|
+24%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.7M
|
-$1.52M
|
-29,652
|
-36%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
+$330K
|
+6,445
|
+14%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.18M
|
+$150K
|
+2,921
|
+7%
|
|
|
21
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$2.04M
|
+$351K
|
+6,845
|
+21%
|
|
|
22
|
Klingenstein Fields & Co
New York
|
$1.99M
|
+$800K
|
+15,609
|
+67%
|
|
|
23
|
Capital One Financial
Mclean,
Virginia
|
$1.99M
|
+$45.5K
|
+887
|
+2%
|
|
|
24
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$1.95M
|
–
|
–
|
–
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$1.88M
|
+$51
|
+1
|
+0%
|
|
