|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$81M
|
-$946K
|
-10,079
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$48.3M
|
-$581K
|
-6,194
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$40.6M
|
-$1.36M
|
-14,450
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$38.9M
|
+$3.32M
|
+35,395
|
+10%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36M
|
+$209K
|
+2,224
|
+0.6%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$33.1M
|
-$646K
|
-6,888
|
-2%
|
|
|
7
|
|
$29M
|
-$326K
|
-3,477
|
-1%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.7M
|
+$8.06M
|
+85,943
|
+66%
|
|
|
9
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$19.9M
|
+$509K
|
+5,426
|
+3%
|
|
|
10
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$15.3M
|
+$40.8K
|
+435
|
+0.3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$4.48M
|
+47,791
|
+57%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$11.6M
|
+$9.7M
|
+103,367
|
+607%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.94M
|
+$2M
|
+21,267
|
+26%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.62M
|
+$1.61M
|
+17,200
|
+21%
|
|
|
15
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$9.45M
|
+$9.24M
|
+98,470
|
New
|
|
|
16
|
1 North Wealth Services
Annapolis,
Maryland
|
$9.15M
|
+$8.95M
|
+95,355
|
New
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$9.13M
|
+$88.6K
|
+944
|
+1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.83M
|
+$1.35M
|
+14,391
|
+21%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$7.66M
|
-$108K
|
-1,151
|
-1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$7.57M
|
+$497K
|
+5,292
|
+7%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$6.1M
|
+$2.3M
|
+24,529
|
+63%
|
|
|
22
|
Precedent Wealth Partners
Houston,
Texas
|
$5.76M
|
-$207K
|
-2,206
|
-4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.02M
|
+$266K
|
+2,838
|
+6%
|
|
|
24
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.74M
|
+$25.1K
|
+267
|
+0.5%
|
|
|
25
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.56M
|
+$51.6K
|
+550
|
+1%
|
|
