|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$84.7M
|
-$2.41M
|
-24,948
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$50.5M
|
+$1.86M
|
+19,218
|
+4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$43.4M
|
+$4.75M
|
+49,178
|
+13%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37M
|
+$2.16M
|
+22,389
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$36.7M
|
+$2.27M
|
+23,533
|
+7%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$34.9M
|
-$744K
|
-7,701
|
-2%
|
|
|
7
|
|
$30.3M
|
+$3.76M
|
+38,871
|
+15%
|
|
|
8
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$20M
|
-$1.46M
|
-15,092
|
-7%
|
|
|
9
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$15.8M
|
+$73.6K
|
+761
|
+0.5%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.9M
|
-$3.45M
|
-35,687
|
-22%
|
|
|
11
|
Win Advisors
Palm Beach Gardens,
Florida
|
$10.1M
|
+$9.89M
|
+102,291
|
New
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$9.34M
|
-$1.82M
|
-18,874
|
-17%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$8.31M
|
+$522K
|
+5,400
|
+7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.23M
|
-$624K
|
-6,455
|
-7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.16M
|
-$3.9M
|
-40,300
|
-33%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$8.03M
|
-$28.2K
|
-292
|
-0.4%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$7.3M
|
+$746K
|
+7,714
|
+12%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.67M
|
-$875K
|
-9,051
|
-12%
|
|
|
19
|
Precedent Wealth Partners
Houston,
Texas
|
$6.17M
|
+$295K
|
+3,050
|
+5%
|
|
|
20
|
|
$5.73M
|
+$596K
|
+6,167
|
+12%
|
|
|
21
|
One Capital Management
Westlake Village,
California
|
$5.1M
|
+$4.97M
|
+51,434
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.91M
|
+$79.6K
|
+823
|
+2%
|
|
|
23
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.87M
|
-$41.1K
|
-425
|
-0.9%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.74M
|
+$1.82M
|
+18,803
|
+65%
|
|
|
25
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.66M
|
+$51.8K
|
+536
|
+1%
|
|
