|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$85.5M
|
-$4.07M
|
-45,117
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
-$778K
|
-8,632
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36.9M
|
-$3.67M
|
-40,736
|
-9%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$33.5M
|
-$468K
|
-5,195
|
-1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.9M
|
-$959K
|
-10,643
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$32.1M
|
+$969K
|
+10,749
|
+3%
|
|
|
7
|
|
$22.7M
|
-$440K
|
-4,883
|
-2%
|
|
|
8
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$20.3M
|
+$442K
|
+4,906
|
+2%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15M
|
+$786K
|
+8,718
|
+6%
|
|
|
10
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$15M
|
-$78.5K
|
-871
|
-0.5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$1.37M
|
+15,203
|
+15%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.8M
|
-$302K
|
-3,347
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.49M
|
-$310K
|
-3,441
|
-4%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$8.01M
|
+$8.02K
|
+89
|
+0.1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.69M
|
-$951K
|
-10,552
|
-11%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$6.98M
|
-$23.5K
|
-261
|
-0.3%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$6.42M
|
-$54K
|
-599
|
-0.9%
|
|
|
18
|
Precedent Wealth Partners
Houston,
Texas
|
$5.49M
|
-$303K
|
-3,361
|
-5%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.47M
|
-$72.3K
|
-802
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.7M
|
+$195K
|
+2,169
|
+5%
|
|
|
21
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.56M
|
+$65K
|
+721
|
+2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$4.4M
|
-$127K
|
-1,408
|
-3%
|
|
|
23
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.33M
|
+$275K
|
+3,054
|
+7%
|
|
|
24
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.95M
|
-$1.11M
|
-12,314
|
-23%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.91M
|
+$2.22M
|
+24,587
|
+143%
|
|
