|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47.1M
|
+$23M
|
+394,140
|
+97%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$17.7M
|
–
|
–
|
–
|
|
|
3
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$16.7M
|
+$2.1M
|
+35,950
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7M
|
+$43.4K
|
+743
|
+0.6%
|
|
|
5
|
|
$6M
|
+$26.8K
|
+458
|
+0.5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.09M
|
-$550K
|
-9,407
|
-10%
|
|
|
7
|
|
$4.99M
|
+$4.94M
|
+84,607
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.54M
|
+$145K
|
+2,488
|
+6%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.91M
|
-$71.2K
|
-1,219
|
-4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.73M
|
+$1.47M
|
+25,200
|
+615%
|
|
|
11
|
Norway Savings Bank
Portland,
Maine
|
$1.42M
|
+$11.5K
|
+197
|
+0.8%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.14M
|
–
|
–
|
–
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.06M
|
+$1.05M
|
+18,025
|
New
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$950K
|
-$237K
|
-4,055
|
-20%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$861K
|
-$34.6K
|
-592
|
-4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$794K
|
+$787K
|
+13,463
|
New
|
|
|
17
|
Elmwood Wealth Management
Berkeley,
California
|
$779K
|
+$57.3K
|
+980
|
+8%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$719K
|
-$16.1K
|
-275
|
-2%
|
|
|
19
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$687K
|
+$681K
|
+11,646
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$545K
|
+$82.1K
|
+1,405
|
+18%
|
|
|
21
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$497K
|
+$493K
|
+8,429
|
New
|
|
|
22
|
Ruggie Capital Group
Tavares,
Florida
|
$437K
|
+$95.1K
|
+1,627
|
+28%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$420K
|
-$6.78K
|
-116
|
-2%
|
|
|
24
|
Regal Wealth Group
Seal Beach,
California
|
$413K
|
+$58
|
+1
|
+0%
|
|
|
25
|
CIBC Bank USA
Chicago,
Illinois
|
$287K
|
+$18.2K
|
+312
|
+7%
|
|
