|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$84.6M
|
-$5.76M
|
-73,593
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$58.4M
|
-$3.76M
|
-48,127
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$32.8M
|
-$3.55M
|
-45,385
|
-10%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$30.4M
|
-$1.64M
|
-20,917
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
-$8.75M
|
-111,862
|
-25%
|
|
|
6
|
|
$24M
|
-$10.1M
|
-129,427
|
-31%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$21.5M
|
-$379K
|
-4,847
|
-2%
|
|
|
8
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$13.5M
|
+$35.6K
|
+455
|
+0.3%
|
|
|
9
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$12.7M
|
+$1.71M
|
+21,853
|
+17%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
+$3.59M
|
+45,942
|
+47%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.4M
|
+$10.8M
|
+138,614
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
-$3.28M
|
-41,876
|
-24%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.11M
|
-$3.24M
|
-41,434
|
-30%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$8.03M
|
+$853K
|
+10,909
|
+13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$7.88M
|
-$665K
|
-8,506
|
-8%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$7.23M
|
-$584K
|
-7,461
|
-8%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$6.82M
|
-$69.1K
|
-884
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.11M
|
+$729K
|
+9,316
|
+14%
|
|
|
19
|
Precedent Wealth Partners
Houston,
Texas
|
$5.85M
|
+$5.56M
|
+71,150
|
New
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$5.12M
|
-$420K
|
-5,372
|
-8%
|
|
|
21
|
Ledge Wealth Management
Sartell,
Minnesota
|
$5.04M
|
+$12.1K
|
+155
|
+0.3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.66M
|
-$134K
|
-1,711
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.29M
|
-$1.38M
|
-17,676
|
-25%
|
|
|
24
|
LVM Capital Management
Portage,
Michigan
|
$3.87M
|
-$197K
|
-2,525
|
-5%
|
|
|
25
|
|
$3.71M
|
+$291K
|
+3,720
|
+9%
|
|
