|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88.6M
|
-$539K
|
-6,552
|
-0.6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$41.8M
|
-$18.8M
|
-228,452
|
-32%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$34.8M
|
+$174K
|
+2,118
|
+0.5%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$31.8M
|
-$259K
|
-3,150
|
-0.9%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.5M
|
+$29.3M
|
+356,357
|
+5,416%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
-$192K
|
-2,336
|
-0.7%
|
|
|
7
|
|
$22.5M
|
-$2.73M
|
-33,110
|
-11%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$21.9M
|
-$754K
|
-9,163
|
-4%
|
|
|
9
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$17.2M
|
+$3.63M
|
+44,123
|
+29%
|
|
|
10
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$14.3M
|
-$22.7K
|
-276
|
-0.2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
-$497K
|
-6,036
|
-5%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$9.36M
|
+$844K
|
+10,257
|
+10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.38M
|
+$70.1K
|
+851
|
+0.9%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$7.69M
|
+$62.6K
|
+760
|
+0.9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.33M
|
+$842K
|
+10,224
|
+14%
|
|
|
16
|
|
$7.32M
|
+$3.23M
|
+39,278
|
+87%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.26M
|
-$1.23M
|
-14,896
|
-15%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.83M
|
-$4.92M
|
-59,778
|
-43%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.29M
|
-$5.8M
|
-70,444
|
-49%
|
|
|
20
|
Precedent Wealth Partners
Houston,
Texas
|
$6.14M
|
-$23.9K
|
-290
|
-0.4%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$5.97M
|
-$1.16M
|
-14,091
|
-17%
|
|
|
22
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.45M
|
+$5.18M
|
+62,873
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.22M
|
+$661K
|
+8,026
|
+15%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.93M
|
+$15.5K
|
+188
|
+0.3%
|
|
|
25
|
|
$4.39M
|
+$535K
|
+6,495
|
+15%
|
|
