|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.1M
|
+$1.45M
|
+18,029
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$59.3M
|
+$5.54M
|
+68,729
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$35.3M
|
+$517K
|
+6,413
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$34.7M
|
+$10.3M
|
+127,247
|
+40%
|
|
|
5
|
|
$32.9M
|
-$11.9M
|
-148,066
|
-26%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$30.5M
|
-$3.09M
|
-38,338
|
-9%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$20.8M
|
-$414K
|
-5,134
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.4M
|
+$2.14M
|
+26,541
|
+18%
|
|
|
9
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.8M
|
+$278K
|
+3,453
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
+$3.41M
|
+42,329
|
+43%
|
|
|
11
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$10.3M
|
+$3.66M
|
+45,382
|
+52%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$8.32M
|
-$2.9M
|
-36,017
|
-25%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.15M
|
-$451K
|
-5,601
|
-5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$7.62M
|
-$2.92M
|
-36,278
|
-27%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$7.45M
|
-$75.3K
|
-935
|
-1%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.31M
|
+$7.07M
|
+87,705
|
+1,476%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$6.78M
|
+$736K
|
+9,133
|
+12%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$6.55M
|
+$33K
|
+409
|
+0.5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.46M
|
-$2.81M
|
-34,912
|
-33%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$5.28M
|
-$15.5K
|
-193
|
-0.3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.08M
|
-$1.37M
|
-16,973
|
-21%
|
|
|
22
|
Ledge Wealth Management
Sartell,
Minnesota
|
$4.78M
|
-$4.43K
|
-55
|
-0.1%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.56M
|
-$29.6K
|
-368
|
-0.6%
|
|
|
24
|
Win Advisors
Palm Beach Gardens,
Florida
|
$4.35M
|
+$4.49M
|
+55,716
|
New
|
|
|
25
|
LVM Capital Management
Portage,
Michigan
|
$3.87M
|
-$184K
|
-2,285
|
-4%
|
|
