|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$371M
|
+$10M
|
+108,520
|
+3%
|
|
|
2
|
|
$276M
|
+$14.6M
|
+158,765
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$215M
|
+$21.4M
|
+231,794
|
+11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$198M
|
-$5.21M
|
-56,427
|
-3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$156M
|
-$4.5M
|
-48,767
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$150M
|
+$17.6M
|
+190,980
|
+14%
|
|
|
7
|
Tectonic Advisors
Frisco,
Texas
|
$147M
|
-$1.99M
|
-21,557
|
-1%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$134M
|
+$9.53M
|
+103,252
|
+8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
+$13.6M
|
+146,863
|
+14%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$93.7M
|
+$17.2M
|
+186,462
|
+23%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$93.4M
|
+$10.7M
|
+115,486
|
+13%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$91.8M
|
+$8.92M
|
+96,712
|
+11%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$77.4M
|
+$34.5M
|
+374,102
|
+82%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$76M
|
-$12M
|
-129,714
|
-14%
|
|
|
15
|
|
$66.2M
|
+$2.83M
|
+30,659
|
+5%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$65.8M
|
-$4.28M
|
-46,333
|
-6%
|
|
|
17
|
Vickerman Investment Advisors
Spokane,
Washington
|
$63.8M
|
+$3.92M
|
+42,451
|
+7%
|
|
|
18
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$60.5M
|
-$276K
|
-2,994
|
-0.5%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$57.4M
|
+$11.9M
|
+128,511
|
+26%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.3M
|
-$2.25M
|
-24,367
|
-4%
|
|
|
21
|
Sand Hill Global Advisors
Palo Alto,
California
|
$49.7M
|
+$88.1K
|
+955
|
+0.2%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$47.1M
|
+$1.35M
|
+14,665
|
+3%
|
|
|
23
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$45M
|
+$3.71M
|
+40,231
|
+9%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$40.9M
|
+$2.5M
|
+27,119
|
+7%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.9M
|
-$295K
|
-3,194
|
-0.7%
|
|
