|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.9M
|
-$5.61M
|
-66,332
|
-6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$36.9M
|
+$2.9M
|
+34,278
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36.7M
|
-$4.11M
|
-48,533
|
-10%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$30.6M
|
-$435K
|
-5,134
|
-1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.5M
|
-$157K
|
-1,850
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
-$565K
|
-6,677
|
-2%
|
|
|
7
|
|
$20.9M
|
-$1.02M
|
-12,028
|
-5%
|
|
|
8
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$17.9M
|
+$1.15M
|
+13,580
|
+7%
|
|
|
9
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$13.6M
|
-$301K
|
-3,560
|
-2%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.8M
|
+$6.16M
|
+72,770
|
+92%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10M
|
-$426K
|
-5,030
|
-4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.44M
|
+$1.29M
|
+15,198
|
+18%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$7.95M
|
-$235K
|
-2,782
|
-3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.83M
|
+$739K
|
+8,727
|
+10%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$7.21M
|
-$297K
|
-3,507
|
-4%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.32M
|
+$180K
|
+2,122
|
+3%
|
|
|
17
|
|
$5.84M
|
-$1.3M
|
-15,409
|
-18%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$5.84M
|
+$12.4K
|
+147
|
+0.2%
|
|
|
19
|
Precedent Wealth Partners
Houston,
Texas
|
$5.24M
|
-$755K
|
-8,921
|
-13%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$5M
|
+$182K
|
+2,152
|
+4%
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.6M
|
-$718K
|
-8,484
|
-13%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.08M
|
+$1.86M
|
+21,958
|
+83%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.05M
|
-$1.04M
|
-12,313
|
-20%
|
|
|
24
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.05M
|
+$100K
|
+1,181
|
+3%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$3.95M
|
+$2.42M
|
+28,588
|
+157%
|
|
