|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$283M
|
+$13.7M
|
+150,977
|
+5%
|
|
|
2
|
|
$263M
|
+$35.3M
|
+390,732
|
+16%
|
|
|
3
|
Tectonic Advisors
Frisco,
Texas
|
$165M
|
+$2.5M
|
+27,591
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$132M
|
-$3.45M
|
-38,137
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$110M
|
+$12.7M
|
+140,229
|
+13%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$93.4M
|
-$106K
|
-1,175
|
-0.1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$82.5M
|
+$5.21M
|
+57,608
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$76.4M
|
+$3.88M
|
+42,924
|
+5%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$76.2M
|
+$24.9M
|
+275,797
|
+49%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$73.3M
|
+$3.48M
|
+38,435
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.9M
|
+$632K
|
+6,989
|
+1%
|
|
|
12
|
Sand Hill Global Advisors
Palo Alto,
California
|
$47.6M
|
+$11.1M
|
+123,161
|
+31%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.7M
|
+$18.2M
|
+200,971
|
+82%
|
|
|
14
|
|
$40.7M
|
+$7.75M
|
+85,724
|
+24%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.2M
|
+$4.6M
|
+50,837
|
+15%
|
|
|
16
|
Scotia Capital
Toronto,
Ontario, Canada
|
$35.2M
|
+$368K
|
+4,073
|
+1%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.8M
|
+$2.8M
|
+30,913
|
+9%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.8M
|
+$4.96M
|
+54,845
|
+18%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.5M
|
+$11.2M
|
+124,325
|
+53%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$32.5M
|
+$2.57M
|
+28,399
|
+9%
|
|
|
21
|
Concurrent Investment Advisors
Tampa,
Florida
|
$28.2M
|
+$2.86M
|
+31,589
|
+11%
|
|
|
22
|
Hudson Capital Management
Ramsey,
New Jersey
|
$27.4M
|
+$583K
|
+6,444
|
+2%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$24M
|
+$2.07M
|
+22,916
|
+10%
|
|
|
24
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$23.9M
|
+$23.8M
|
+262,649
|
New
|
|
|
25
|
Southland Equity Partners
Wildwood,
Missouri
|
$22.6M
|
+$113K
|
+1,254
|
+0.5%
|
|
