|
1
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$12M
|
+237,749
|
+10%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49M
|
-$2.14M
|
-42,283
|
-4%
|
|
|
3
|
|
$33.7M
|
+$3.36M
|
+66,371
|
+11%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30.9M
|
-$1.04M
|
-20,552
|
-3%
|
|
|
5
|
Palladium Partners
Norfolk,
Virginia
|
$23.5M
|
-$5.72M
|
-113,055
|
-19%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$13.4M
|
+$13.6M
|
+269,096
|
New
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.7M
|
+$1.49M
|
+29,482
|
+16%
|
|
|
8
|
R.M. Davis Inc
Portland,
Maine
|
$9.3M
|
-$282K
|
-5,573
|
-3%
|
|
|
9
|
Signify Wealth
Saint Louis,
Missouri
|
$7.8M
|
-$19.2M
|
-378,943
|
-83%
|
|
|
10
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$7.02M
|
+$380K
|
+7,506
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.49M
|
+$1.87M
|
+37,021
|
+70%
|
|
|
12
|
TD Capital Management
Memphis,
Tennessee
|
$4.48M
|
+$66.3K
|
+1,310
|
+1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.34M
|
+$185K
|
+3,660
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$3.31M
|
-$773K
|
-15,284
|
-19%
|
|
|
15
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$3.12M
|
-$2.6M
|
-51,398
|
-45%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.92M
|
+$1.83M
|
+36,123
|
+139%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.86M
|
+$294K
|
+5,817
|
+11%
|
|
|
18
|
SWMG LLC
Fort Worth,
Texas
|
$2.79M
|
-$78.6K
|
-1,554
|
-3%
|
|
|
19
|
First National Corp
Rockland,
Massachusetts
|
$2.73M
|
-$326K
|
-6,447
|
-11%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.59M
|
+$471K
|
+9,306
|
+22%
|
|
|
21
|
|
$2.56M
|
-$24.9M
|
-491,139
|
-91%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.28M
|
+$522K
|
+10,309
|
+29%
|
|
|
23
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$2.08M
|
+$102K
|
+2,006
|
+5%
|
|
|
24
|
Klingenstein Fields & Co
New York
|
$1.95M
|
–
|
–
|
–
|
|
|
25
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.73M
|
-$63.3K
|
-1,251
|
-3%
|
|
