|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.6M
|
–
|
–
|
–
|
|
|
2
|
Linscomb Wealth
Houston,
Texas
|
$33.5M
|
-$53.6M
|
-742,771
|
-63%
|
|
|
3
|
Cetera Advisor Networks
El Segundo,
California
|
$19.2M
|
-$1.27M
|
-17,638
|
-7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.9M
|
-$308K
|
-4,271
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$1.8M
|
+24,999
|
+14%
|
|
|
6
|
|
$15.4M
|
-$1.41M
|
-19,526
|
-9%
|
|
|
7
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11.4M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$242K
|
-3,357
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.86M
|
+$394K
|
+5,460
|
+4%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$9.66M
|
-$100K
|
-1,389
|
-1%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.51M
|
+$3.9M
|
+54,124
|
+94%
|
|
|
12
|
Principal Financial Group
Des Moines,
Iowa
|
$7M
|
+$4.88M
|
+67,694
|
+281%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.97M
|
+$2.94M
|
+40,691
|
+108%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.89M
|
-$133K
|
-1,842
|
-2%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.99M
|
-$182K
|
-2,525
|
-4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.44M
|
-$609K
|
-8,440
|
-13%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$3.51M
|
-$965K
|
-13,379
|
-23%
|
|
|
18
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.1M
|
-$68.8K
|
-954
|
-2%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.79M
|
+$2.63M
|
+36,503
|
New
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$2.49M
|
-$291K
|
-4,029
|
-11%
|
|
|
21
|
|
$2.4M
|
+$361K
|
+5,006
|
+19%
|
|
|
22
|
LVM Capital Management
Portage,
Michigan
|
$2.34M
|
-$128K
|
-1,780
|
-5%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$2.08M
|
+$42.1K
|
+584
|
+2%
|
|
|
24
|
|
$1.91M
|
+$1.32M
|
+18,260
|
+271%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.89M
|
+$31K
|
+430
|
+2%
|
|
