|
1
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
-$8.36M
|
-168,976
|
-6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$60.9M
|
+$12.2M
|
+246,385
|
+25%
|
|
|
3
|
|
$32.5M
|
-$993K
|
-20,065
|
-3%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23.9M
|
-$6.78M
|
-136,908
|
-22%
|
|
|
5
|
|
$17.8M
|
+$17.8M
|
+359,454
|
New
|
|
|
6
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$13M
|
+$12.6M
|
+255,019
|
+3,935%
|
|
|
7
|
Condor Capital Management
Martinsville,
New Jersey
|
$12M
|
+$12M
|
+242,602
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$6.87M
|
+138,745
|
+209%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.57M
|
+$7.29M
|
+147,212
|
+323%
|
|
|
10
|
Signify Wealth
Saint Louis,
Missouri
|
$7.08M
|
+$3.27M
|
+66,128
|
+86%
|
|
|
11
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$7.04M
|
+$63.3K
|
+1,278
|
+0.9%
|
|
|
12
|
R.M. Davis Inc
Portland,
Maine
|
$6.8M
|
-$2.43M
|
-48,996
|
-26%
|
|
|
13
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.46M
|
+$3.35M
|
+67,704
|
+108%
|
|
|
14
|
MBL Wealth
Charlotte,
North Carolina
|
$6.04M
|
-$7.3M
|
-147,390
|
-55%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.27M
|
+$2.18M
|
+44,050
|
+71%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.07M
|
+$762K
|
+15,387
|
+18%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.46M
|
+$4.23M
|
+85,503
|
+1,950%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.43M
|
-$26.9K
|
-544
|
-0.6%
|
|
|
19
|
TD Capital Management
Memphis,
Tennessee
|
$4.24M
|
-$207K
|
-4,188
|
-5%
|
|
|
20
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4M
|
+$3.99M
|
+80,673
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
+$826K
|
+16,680
|
+29%
|
|
|
22
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.96M
|
-$7.65M
|
-154,611
|
-72%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.73M
|
+$158K
|
+3,185
|
+6%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$2.69M
|
+$2.69M
|
+54,283
|
New
|
|
|
25
|
|
$2.67M
|
+$130K
|
+2,623
|
+5%
|
|
