|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.8M
|
+$781K
|
+24,303
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$17.7M
|
+$3.32M
|
+103,290
|
+22%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$16.9M
|
-$18.8M
|
-583,330
|
-52%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.7M
|
-$6M
|
-186,477
|
-33%
|
|
|
5
|
Leo Wealth LLC
Hurst,
Texas
|
$10.5M
|
+$76.3K
|
+2,374
|
+0.7%
|
|
|
6
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$9.53M
|
+$946K
|
+29,412
|
+11%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.13M
|
+$9.31M
|
+289,699
|
New
|
|
|
8
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$7.35M
|
+$1.12M
|
+34,911
|
+18%
|
|
|
9
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.16M
|
-$2.5M
|
-77,685
|
-25%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$7.04M
|
+$5.29M
|
+164,559
|
+279%
|
|
|
11
|
Independent Wealth Advisors
Cary,
North Carolina
|
$5.85M
|
+$323K
|
+10,054
|
+6%
|
|
|
12
|
TSG Advice Partners
Columbus,
Ohio
|
$5.85M
|
+$5.97M
|
+185,666
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$5.67M
|
+$255K
|
+7,921
|
+5%
|
|
|
14
|
Meridian Wealth Management
Lexington,
Kentucky
|
$4.87M
|
+$668K
|
+20,782
|
+16%
|
|
|
15
|
Financial Enhancement Group
Anderson,
Indiana
|
$4.47M
|
+$271K
|
+8,427
|
+7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.43M
|
+$620K
|
+19,291
|
+16%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.25M
|
-$394K
|
-12,265
|
-8%
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$3.69M
|
-$355K
|
-11,029
|
-9%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.56M
|
+$928K
|
+28,849
|
+34%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3.46M
|
-$490K
|
-15,255
|
-12%
|
|
|
21
|
Harmony Asset Management
Scottsdale,
Arizona
|
$3.43M
|
+$76.4K
|
+2,375
|
+2%
|
|
|
22
|
Victory Financial Group
Austin,
Texas
|
$3.39M
|
-$19.2K
|
-598
|
-0.6%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.35M
|
+$520K
|
+16,181
|
+18%
|
|
|
24
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$3.17M
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.17M
|
-$387K
|
-12,027
|
-11%
|
|
