|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$83.3M
|
+$35.7M
|
+1,452,740
|
+55%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$72.6M
|
+$1.27M
|
+51,882
|
+1%
|
|
|
4
|
|
$54.2M
|
+$5.27M
|
+214,616
|
+9%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.7M
|
+$1.23M
|
+50,008
|
+3%
|
|
|
6
|
|
$27.3M
|
-$21.6M
|
-878,254
|
-39%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$23.6M
|
-$14.5M
|
-588,567
|
-34%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$23M
|
+$7.67M
|
+312,375
|
+38%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$19.7M
|
+$1.14M
|
+46,576
|
+5%
|
|
|
10
|
Meridian Management
Little Rock,
Arkansas
|
$18.6M
|
+$3.02M
|
+123,020
|
+15%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15.9M
|
+$6.25M
|
+254,450
|
+48%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$15.2M
|
+$2.21M
|
+90,002
|
+14%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$13.8M
|
-$2.54M
|
-103,532
|
-13%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$13.7M
|
-$9.56M
|
-389,032
|
-36%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
+$44.4K
|
+1,808
|
+0.3%
|
|
|
16
|
GFG Capital
Miami,
Florida
|
$9.06M
|
-$860K
|
-34,995
|
-7%
|
|
|
17
|
Well Done LLC
Holland,
Michigan
|
$8.13M
|
-$52.2K
|
-2,126
|
-0.5%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.98M
|
-$1.12M
|
-45,776
|
-10%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$7.21M
|
+$4.17M
|
+169,719
|
+91%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.03M
|
+$8.52M
|
+346,813
|
New
|
|
|
21
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$5.85M
|
+$695K
|
+28,281
|
+11%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.16M
|
+$6.04M
|
+245,689
|
+2,806%
|
|
|
23
|
|
$4.97M
|
+$761
|
+31
|
+0%
|
|
|
24
|
|
$4.57M
|
-$286K
|
-11,625
|
-5%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.54M
|
-$206K
|
-8,379
|
-5%
|
|
