|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$82.1M
|
-$3.05M
|
-31,740
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$45.7M
|
+$6.03M
|
+62,693
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36.3M
|
-$470K
|
-4,892
|
-1%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$33.6M
|
+$290K
|
+3,020
|
+0.8%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.8M
|
+$46.4K
|
+483
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$32.3M
|
+$412K
|
+4,288
|
+1%
|
|
|
7
|
|
$24.9M
|
+$2.34M
|
+24,350
|
+10%
|
|
|
8
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$20.2M
|
-$9.81K
|
-102
|
-0%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.5M
|
+$533K
|
+5,541
|
+3%
|
|
|
10
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$14.8M
|
-$136K
|
-1,414
|
-0.9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$727K
|
+7,560
|
+7%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$10.6M
|
+$10.9M
|
+113,029
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.35M
|
+$720K
|
+7,485
|
+9%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$7.59M
|
-$393K
|
-4,089
|
-5%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.32M
|
+$387K
|
+4,028
|
+5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.12M
|
-$1.37M
|
-14,222
|
-16%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$6.15M
|
-$243K
|
-2,524
|
-4%
|
|
|
18
|
Precedent Wealth Partners
Houston,
Texas
|
$5.53M
|
+$60.6K
|
+630
|
+1%
|
|
|
19
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.84M
|
+$971K
|
+10,102
|
+24%
|
|
|
20
|
|
$4.82M
|
+$1.17M
|
+12,176
|
+31%
|
|
|
21
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.63M
|
+$91.6K
|
+953
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.54M
|
-$142K
|
-1,479
|
-3%
|
|
|
23
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.34M
|
+$29.2K
|
+304
|
+0.7%
|
|
|
24
|
LVM Capital Management
Portage,
Michigan
|
$4.13M
|
-$183K
|
-1,908
|
-4%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$3.78M
|
-$612K
|
-6,369
|
-14%
|
|
