|
1
|
Bank of America
Charlotte,
North Carolina
|
$56.1M
|
+$7.85M
|
+156,779
|
+16%
|
|
|
2
|
|
$43.4M
|
+$1.44M
|
+28,837
|
+3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.9M
|
-$1.8M
|
-35,963
|
-5%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.7M
|
-$1.08M
|
-21,606
|
-3%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.1M
|
+$3.19M
|
+63,700
|
+12%
|
|
|
6
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$29.1M
|
+$29.3M
|
+584,300
|
New
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.6M
|
+$2.19M
|
+43,791
|
+11%
|
|
|
8
|
Biltmore Wealth Management
Tempe,
Arizona
|
$20.3M
|
+$72.2K
|
+1,441
|
+0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$561K
|
+11,194
|
+3%
|
|
|
10
|
|
$14.3M
|
-$1.23M
|
-24,476
|
-8%
|
|
|
11
|
TD Capital Management
Memphis,
Tennessee
|
$12.8M
|
-$1.47M
|
-29,428
|
-10%
|
|
|
12
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.4M
|
+$418K
|
+8,340
|
+3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$186K
|
-3,723
|
-2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$9.35M
|
+$9.39M
|
+187,563
|
New
|
|
|
15
|
|
$7.16M
|
+$4.54M
|
+90,640
|
+171%
|
|
|
16
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.43M
|
+$303K
|
+6,058
|
+5%
|
|
|
17
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$6.24M
|
+$6.27M
|
+125,144
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$5.32M
|
+$20.7K
|
+414
|
+0.4%
|
|
|
19
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.08M
|
+$104K
|
+2,067
|
+2%
|
|
|
20
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$4.59M
|
+$669K
|
+13,350
|
+17%
|
|
|
21
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.57M
|
-$37.9K
|
-757
|
-0.8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.19M
|
-$217K
|
-4,333
|
-5%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.03M
|
-$292K
|
-5,822
|
-7%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$3.89M
|
+$3.91M
|
+78,073
|
New
|
|
|
25
|
Westside Investment Management
Santa Monica,
California
|
$3.88M
|
-$97.7K
|
-1,950
|
-2%
|
|
