|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.7M
|
+$9.01M
|
+105,410
|
+14%
|
|
|
2
|
Linscomb Wealth
Houston,
Texas
|
$38M
|
+$1.24M
|
+14,468
|
+3%
|
|
|
3
|
|
$33.4M
|
+$11.7M
|
+137,335
|
+57%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$29.5M
|
+$13.5M
|
+158,527
|
+90%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$28.4M
|
-$610K
|
-7,141
|
-2%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$22.6M
|
+$1.16M
|
+13,536
|
+6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
-$2.08M
|
-24,393
|
-10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$5.04M
|
+59,014
|
+43%
|
|
|
9
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$13.2M
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.3M
|
+$4.87M
|
+57,007
|
+69%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$523K
|
+6,121
|
+5%
|
|
|
12
|
Ledge Wealth Management
Sartell,
Minnesota
|
$9.11M
|
+$8.83M
|
+103,396
|
New
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$8.71M
|
-$161K
|
-1,887
|
-2%
|
|
|
14
|
WJ Wealth Management
Glendale,
Arizona
|
$7.37M
|
+$7.15M
|
+83,645
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.14M
|
-$9.91K
|
-116
|
-0.2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6M
|
+$2.45M
|
+28,618
|
+72%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$5.66M
|
-$138K
|
-1,618
|
-2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.15M
|
-$5.81M
|
-68,034
|
-54%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.93M
|
+$1.31M
|
+15,296
|
+52%
|
|
|
20
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.69M
|
-$791K
|
-9,258
|
-18%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$3.43M
|
+$374K
|
+4,383
|
+13%
|
|
|
22
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.31M
|
+$9.4K
|
+110
|
+0.3%
|
|
|
23
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$3.29M
|
+$10.2K
|
+119
|
+0.3%
|
|
|
24
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$3.29M
|
+$3.19M
|
+37,307
|
New
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$3.27M
|
-$282K
|
-3,301
|
-8%
|
|
