|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.6M
|
–
|
–
|
–
|
|
|
2
|
Linscomb Wealth
Houston,
Texas
|
$32.5M
|
-$1.82M
|
-23,018
|
-5%
|
|
|
3
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$24.4M
|
+$23.2M
|
+293,918
|
+1,592%
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$18.7M
|
-$956K
|
-12,113
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
+$20.8K
|
+263
|
+0.1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15.9M
|
+$86K
|
+1,090
|
+0.5%
|
|
|
7
|
|
$15.8M
|
+$79.7K
|
+1,010
|
+0.5%
|
|
|
8
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$11.7M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
+$224K
|
+2,832
|
+2%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$9.54M
|
-$372K
|
-4,711
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.22M
|
-$895K
|
-11,340
|
-9%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.22M
|
+$502K
|
+6,365
|
+6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.04M
|
-$158
|
-2
|
-0%
|
|
|
14
|
Principal Financial Group
Des Moines,
Iowa
|
$5.72M
|
-$1.47M
|
-18,606
|
-20%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.07M
|
-$38K
|
-481
|
-0.7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.64M
|
+$78.2K
|
+990
|
+2%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$3.48M
|
-$121K
|
-1,534
|
-3%
|
|
|
18
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.07M
|
-$111K
|
-1,405
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
-$3.11M
|
-39,413
|
-50%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$2.63M
|
+$506K
|
+6,407
|
+24%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.53M
|
-$16.1K
|
-204
|
-0.6%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$2.39M
|
+$686K
|
+8,690
|
+40%
|
|
|
23
|
LVM Capital Management
Portage,
Michigan
|
$2.29M
|
-$116K
|
-1,475
|
-5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.11M
|
+$178K
|
+2,257
|
+9%
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$1.93M
|
+$16.7K
|
+212
|
+0.9%
|
|
