|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.5M
|
-$1.61K
|
-16
|
-0%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$53.9M
|
-$570K
|
-5,661
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$45.1M
|
+$2.11M
|
+20,929
|
+5%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$40.9M
|
+$1.51M
|
+14,969
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$40.7M
|
-$1.49M
|
-14,789
|
-4%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$34.3M
|
-$32.9K
|
-327
|
-0.1%
|
|
|
7
|
|
$32.5M
|
+$1.19M
|
+11,770
|
+4%
|
|
|
8
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$18.8M
|
-$815K
|
-8,091
|
-4%
|
|
|
9
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$15.9M
|
-$260K
|
-2,584
|
-2%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15M
|
-$2.8M
|
-27,752
|
-16%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$11.9M
|
-$101K
|
-1,000
|
-0.9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$42.2K
|
+419
|
+0.4%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$10.2M
|
+$620K
|
+6,155
|
+7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
-$3.92M
|
-38,861
|
-28%
|
|
|
15
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$9.42M
|
-$369K
|
-3,658
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.16M
|
-$427K
|
-4,241
|
-4%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$9.13M
|
+$770K
|
+7,642
|
+9%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$8.11M
|
-$25.9K
|
-257
|
-0.3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.59M
|
-$2.37M
|
-23,547
|
-24%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$7.36M
|
+$489K
|
+4,853
|
+7%
|
|
|
21
|
1 North Wealth Services
Annapolis,
Maryland
|
$6.62M
|
+$228K
|
+2,262
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.53M
|
+$468K
|
+4,644
|
+8%
|
|
|
23
|
Precedent Wealth Partners
Houston,
Texas
|
$6.01M
|
-$97.5K
|
-968
|
-2%
|
|
|
24
|
NFP Retirement Inc
Aliso Viejo,
California
|
$5.39M
|
+$235K
|
+2,329
|
+5%
|
|
|
25
|
|
$5.38M
|
+$295K
|
+2,932
|
+6%
|
|
