|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73M
|
+$6.51M
|
+235,801
|
+10%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$64.9M
|
+$61.2M
|
+2,216,173
|
+2,620%
|
|
|
3
|
Boothe Investment Group
Dover,
Delaware
|
$44M
|
+$13.3M
|
+480,429
|
+44%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
-$22.2M
|
-803,800
|
-47%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$24.9M
|
-$8.52M
|
-308,492
|
-26%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$23.3M
|
-$578K
|
-20,936
|
-2%
|
|
|
7
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$21.7M
|
+$21.4M
|
+776,298
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$1.89M
|
+68,534
|
+11%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$18M
|
-$153K
|
-5,540
|
-0.9%
|
|
|
10
|
Peak Financial Advisors
Denver,
Colorado
|
$16.2M
|
+$1.12M
|
+40,398
|
+7%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$15.8M
|
+$1.19M
|
+43,149
|
+8%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.7M
|
-$139K
|
-5,021
|
-0.9%
|
|
|
13
|
New York Life Investment Management
New York
|
$14M
|
+$4.94M
|
+178,986
|
+56%
|
|
|
14
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$13.9M
|
-$6.8M
|
-246,311
|
-33%
|
|
|
15
|
Altiora Financial Group
Lebanon,
Ohio
|
$13.7M
|
+$2.64M
|
+95,445
|
+24%
|
|
|
16
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$11.6M
|
+$6.3M
|
+228,167
|
+122%
|
|
|
17
|
Abbington Investment Group
Westport,
Connecticut
|
$11.3M
|
+$11.2M
|
+404,893
|
New
|
|
|
18
|
Fielder Capital Group
Nashville,
Tennessee
|
$10.1M
|
+$556K
|
+20,152
|
+6%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$9.95M
|
+$840K
|
+30,438
|
+9%
|
|
|
20
|
Pasadena Private Wealth
Pasadena,
California
|
$9.84M
|
-$8.03M
|
-290,710
|
-45%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$9.57M
|
+$3.51M
|
+127,167
|
+59%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.47M
|
-$252K
|
-9,144
|
-3%
|
|
|
23
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$9.26M
|
+$580K
|
+21,004
|
+7%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.91M
|
+$29.2K
|
+1,056
|
+0.3%
|
|
|
25
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$8.51M
|
+$8.4M
|
+304,252
|
New
|
|
