|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.5M
|
+$65.4M
|
+2,353,256
|
+10,420%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$359K
|
+12,920
|
+0.8%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$32.1M
|
+$6.3M
|
+226,842
|
+23%
|
|
|
4
|
Boothe Investment Group
Dover,
Delaware
|
$29.2M
|
+$30.3M
|
+1,091,693
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$3.05M
|
+109,654
|
+15%
|
|
|
6
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$19.9M
|
+$616K
|
+22,181
|
+3%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$17.4M
|
+$6.17M
|
+222,035
|
+52%
|
|
|
8
|
Pasadena Private Wealth
Pasadena,
California
|
$17.2M
|
+$2.82M
|
+101,486
|
+19%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$4.9M
|
+176,514
|
+38%
|
|
|
10
|
Peak Financial Advisors
Denver,
Colorado
|
$14.4M
|
+$5.93M
|
+213,303
|
+65%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.2M
|
+$3M
|
+107,953
|
+26%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$14M
|
-$5.11M
|
-184,017
|
-26%
|
|
|
13
|
Altiora Financial Group
Lebanon,
Ohio
|
$10.6M
|
+$99.3K
|
+3,573
|
+0.9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$9.3M
|
-$182K
|
-6,565
|
-2%
|
|
|
15
|
Fielder Capital Group
Nashville,
Tennessee
|
$9.16M
|
+$9.52M
|
+342,726
|
New
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$8.69M
|
+$8.53M
|
+306,942
|
+1,687%
|
|
|
17
|
New York Life Investment Management
New York
|
$8.58M
|
+$5.24M
|
+188,513
|
+142%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.49M
|
+$3.18M
|
+114,318
|
+56%
|
|
|
19
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$8.29M
|
+$6.56M
|
+236,042
|
+319%
|
|
|
20
|
POM Investment Strategies
Raleigh,
North Carolina
|
$8.03M
|
+$391K
|
+14,071
|
+5%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.55M
|
+$441K
|
+15,862
|
+6%
|
|
|
22
|
|
$7.42M
|
+$361K
|
+12,999
|
+5%
|
|
|
23
|
Napa Wealth Management
Napa,
California
|
$7.05M
|
-$522K
|
-18,778
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.28M
|
+$4.37M
|
+157,166
|
+204%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$5.89M
|
+$476K
|
+17,120
|
+8%
|
|
