|
1
|
|
$40.5M
|
+$6.36M
|
+113,888
|
+18%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.9M
|
+$33.5M
|
+598,830
|
+1,238%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$27.9M
|
+$12.5M
|
+224,051
|
+76%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
+$298K
|
+5,330
|
+1%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.5M
|
+$1.55M
|
+27,711
|
+8%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.1M
|
-$636K
|
-11,383
|
-3%
|
|
|
7
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$16.5M
|
+$1.37M
|
+24,543
|
+9%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.3M
|
+$1.83M
|
+32,679
|
+12%
|
|
|
9
|
Goldstein Advisors
Madison,
Wisconsin
|
$14M
|
+$755K
|
+13,510
|
+5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
-$1.13M
|
-20,246
|
-7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5M
|
+$4.79M
|
+85,664
|
+52%
|
|
|
12
|
Sterling Financial Group
Pasadena,
California
|
$13.3M
|
+$279
|
+5
|
+0%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
+$3.04M
|
+54,316
|
+30%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.3M
|
+$200K
|
+3,585
|
+2%
|
|
|
15
|
Frontier Asset Management
Sheridan,
Wyoming
|
$9.79M
|
+$333K
|
+5,952
|
+3%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$8.44M
|
+$1.06M
|
+18,947
|
+14%
|
|
|
17
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$7.3M
|
+$121K
|
+2,174
|
+2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$5.99M
|
+$1.74M
|
+31,155
|
+39%
|
|
|
19
|
GW & Wade
Wellesley,
Massachusetts
|
$4.61M
|
+$4.13M
|
+73,974
|
+637%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$4.29M
|
+$812K
|
+14,529
|
+22%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.35M
|
+$1.59M
|
+28,463
|
+84%
|
|
|
22
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.7M
|
+$2.8M
|
+50,089
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.66M
|
+$1.65M
|
+29,480
|
+148%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.14M
|
+$2.22M
|
+39,802
|
New
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.1M
|
+$97.1K
|
+1,738
|
+5%
|
|
