|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$338M
|
+$11.7M
|
+127,172
|
+4%
|
|
|
2
|
|
$289M
|
+$36M
|
+390,653
|
+14%
|
|
|
3
|
Essential Planning
Portsmouth,
New Hampshire
|
$174M
|
+$170M
|
+1,850,717
|
+4,239%
|
|
|
4
|
Tectonic Advisors
Frisco,
Texas
|
$147M
|
-$18.2M
|
-197,720
|
-11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$140M
|
+$2.79M
|
+30,257
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$140M
|
-$2.03M
|
-22,099
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$134M
|
+$19.2M
|
+208,378
|
+16%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$104M
|
+$11.9M
|
+129,366
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$92.4M
|
+$13.9M
|
+151,045
|
+17%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$91M
|
+$1.31M
|
+14,278
|
+1%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$88.2M
|
-$7.56M
|
-82,149
|
-8%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$81.9M
|
+$83.4M
|
+906,294
|
New
|
|
|
13
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$60.4M
|
+$37.7M
|
+409,695
|
+159%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$55.1M
|
+$13.5M
|
+146,885
|
+32%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.5M
|
-$421K
|
-4,570
|
-0.8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.7M
|
+$2.81M
|
+30,515
|
+6%
|
|
|
17
|
|
$48.3M
|
+$31.2K
|
+339
|
+0.1%
|
|
|
18
|
Sand Hill Global Advisors
Palo Alto,
California
|
$47.7M
|
-$574K
|
-6,238
|
-1%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$46.8M
|
+$12.6M
|
+137,170
|
+36%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.6M
|
+$29.4M
|
+319,529
|
+228%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$41.1M
|
+$4.69M
|
+50,925
|
+13%
|
|
|
22
|
Prudent Investors Network
Lake Forest,
California
|
$38.5M
|
+$3.6M
|
+39,163
|
+10%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$36.2M
|
+$928K
|
+10,083
|
+3%
|
|
|
24
|
Concurrent Investment Advisors
Tampa,
Florida
|
$34.5M
|
+$4.91M
|
+53,384
|
+16%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$34.1M
|
+$4.3M
|
+46,703
|
+14%
|
|
