|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.6M
|
+$1.48M
|
+14,915
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$53.9M
|
+$3.21M
|
+32,353
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$42.5M
|
+$1.66M
|
+16,681
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$41.8M
|
-$836K
|
-8,417
|
-2%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39M
|
+$1.16M
|
+11,652
|
+3%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$34M
|
-$750K
|
-7,560
|
-2%
|
|
|
7
|
|
$31M
|
+$555K
|
+5,594
|
+2%
|
|
|
8
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$19.4M
|
-$1.45M
|
-14,563
|
-7%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$17.6M
|
-$4.03M
|
-40,591
|
-19%
|
|
|
10
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$16M
|
-$67.5K
|
-680
|
-0.4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$13.9M
|
+$678K
|
+6,828
|
+5%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$11.8M
|
-$281K
|
-2,829
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$1.23M
|
+12,372
|
+12%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.91M
|
-$211K
|
-2,122
|
-2%
|
|
|
15
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$9.69M
|
-$232K
|
-2,335
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.5M
|
+$1.25M
|
+12,632
|
+15%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$9.43M
|
-$146K
|
-1,473
|
-2%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$8.26M
|
+$307K
|
+3,089
|
+4%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$8.05M
|
+$8.14K
|
+82
|
+0.1%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$6.79M
|
+$376K
|
+3,792
|
+6%
|
|
|
21
|
1 North Wealth Services
Annapolis,
Maryland
|
$6.32M
|
-$3.24M
|
-32,590
|
-34%
|
|
|
22
|
Precedent Wealth Partners
Houston,
Texas
|
$6.04M
|
-$7.54K
|
-76
|
-0.1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6M
|
+$718K
|
+7,228
|
+14%
|
|
|
24
|
NFP Retirement Inc
Aliso Viejo,
California
|
$5.1M
|
+$310K
|
+3,118
|
+7%
|
|
|
25
|
|
$5.03M
|
+$559K
|
+5,630
|
+13%
|
|
