|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$189M
|
+$27.6M
|
+306,805
|
+17%
|
|
|
2
|
|
$172M
|
-$2.39M
|
-26,526
|
-1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$147M
|
+$35.4M
|
+392,846
|
+31%
|
|
|
4
|
Tectonic Advisors
Frisco,
Texas
|
$147M
|
+$151M
|
+1,672,155
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$129M
|
+$6.47M
|
+71,889
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$66.5M
|
+$2.09M
|
+23,244
|
+3%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$66.5M
|
-$63.2M
|
-702,194
|
-48%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$66.5M
|
-$63.2M
|
-702,194
|
-48%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$59.7M
|
-$1.41M
|
-15,691
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$57.2M
|
-$9.81M
|
-108,923
|
-14%
|
|
|
11
|
Essential Planning
Portsmouth,
New Hampshire
|
$46M
|
+$2.28M
|
+25,314
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46M
|
-$3.19M
|
-35,384
|
-6%
|
|
|
13
|
Ferguson Shapiro
Decatur,
Georgia
|
$43.1M
|
-$9.62M
|
-106,861
|
-18%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$41.3M
|
-$5.04M
|
-56,015
|
-11%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$40.3M
|
-$109K
|
-1,211
|
-0.3%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$35.7M
|
-$337K
|
-3,743
|
-1%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$34.8M
|
-$5.77M
|
-64,076
|
-14%
|
|
|
18
|
Scotia Capital
Toronto,
Ontario, Canada
|
$34.3M
|
+$1.32M
|
+14,712
|
+4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$32.3M
|
-$1.84M
|
-20,441
|
-5%
|
|
|
20
|
Flaharty Asset Management
Clearwater,
Florida
|
$30.3M
|
+$1.71M
|
+19,025
|
+6%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.9M
|
+$209K
|
+2,318
|
+0.7%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.5M
|
+$4.19M
|
+46,568
|
+18%
|
|
|
23
|
Bank of New York Mellon
New York
|
$26M
|
+$26.7M
|
+296,165
|
New
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$25.6M
|
+$1.16M
|
+12,885
|
+5%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$24.2M
|
+$979K
|
+10,877
|
+4%
|
|
