|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73M
|
+$35.2M
|
+696,074
|
+87%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$58.6M
|
+$714K
|
+14,131
|
+1%
|
|
|
3
|
Avidian Wealth Enterprises
Houston,
Texas
|
$57.9M
|
+$7.48M
|
+147,964
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$31.5M
|
-$460K
|
-9,114
|
-1%
|
|
|
5
|
Affinity Wealth
Canton,
Ohio
|
$29.2M
|
+$30.2M
|
+598,339
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
+$1.08M
|
+21,394
|
+4%
|
|
|
7
|
|
$27.3M
|
+$9.39M
|
+185,824
|
+48%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.2M
|
-$2.13M
|
-42,136
|
-10%
|
|
|
9
|
Mainsail Financial Group
Bellevue,
Washington
|
$19.1M
|
+$456K
|
+9,025
|
+2%
|
|
|
10
|
Goodman Advisory Group
Needham,
Massachusetts
|
$18.4M
|
-$1.12M
|
-22,137
|
-6%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$10.4M
|
+$4.41M
|
+87,319
|
+69%
|
|
|
12
|
|
$8.6M
|
-$16.5M
|
-325,772
|
-65%
|
|
|
13
|
Apeiron RIA
Dallas,
Texas
|
$8.57M
|
-$429K
|
-8,491
|
-5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.55M
|
-$9.24K
|
-183
|
-0.1%
|
|
|
15
|
Columbia Advisory Partners
Spokane,
Washington
|
$7.99M
|
+$1.62K
|
+32
|
+0%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.55M
|
-$763K
|
-15,102
|
-9%
|
|
|
17
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.53M
|
+$7.78M
|
+154,038
|
New
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$7.19M
|
-$180K
|
-3,572
|
-2%
|
|
|
19
|
Planned Solutions
Folsom,
California
|
$7.06M
|
-$50.8K
|
-1,005
|
-0.7%
|
|
|
20
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.58M
|
-$115K
|
-2,270
|
-2%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.58M
|
-$491K
|
-9,719
|
-7%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.28M
|
+$1.2M
|
+23,761
|
+23%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$5.76M
|
-$514K
|
-10,176
|
-8%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.71M
|
-$1.24M
|
-24,529
|
-17%
|
|
|
25
|
|
$4.98M
|
+$258K
|
+5,098
|
+5%
|
|
