|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.5M
|
+$312K
|
+6,838
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$746K
|
+16,379
|
+6%
|
|
|
3
|
Waterway Wealth Management
The Woodlands,
Texas
|
$10.3M
|
+$2.8M
|
+61,398
|
+37%
|
|
|
4
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$7.09M
|
+$86.7K
|
+1,903
|
+1%
|
|
|
5
|
Clarity Asset Management
Ames,
Iowa
|
$6.69M
|
+$123K
|
+2,710
|
+2%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$5.93M
|
-$2.72M
|
-59,794
|
-31%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.54M
|
+$1.35M
|
+29,542
|
+32%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.51M
|
+$121K
|
+2,653
|
+2%
|
|
|
9
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.32M
|
+$5.38M
|
+118,058
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.31M
|
+$303K
|
+6,639
|
+6%
|
|
|
11
|
Paulson Wealth Management
Wheaton,
Illinois
|
$5.18M
|
-$422K
|
-9,271
|
-7%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.8M
|
+$594K
|
+13,041
|
+14%
|
|
|
13
|
Bridgewealth Advisory Group
Fresno,
California
|
$4.28M
|
+$117K
|
+2,562
|
+3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$3.79M
|
+$3.83M
|
+84,056
|
New
|
|
|
15
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.71M
|
+$143K
|
+3,133
|
+4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.6M
|
+$3.64M
|
+79,907
|
New
|
|
|
17
|
|
$3.56M
|
+$3.07M
|
+67,300
|
+575%
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.11M
|
+$81K
|
+1,777
|
+3%
|
|
|
19
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.74M
|
-$514K
|
-11,272
|
-16%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$2.56M
|
+$400K
|
+8,781
|
+18%
|
|
|
21
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.47M
|
+$59.5K
|
+1,305
|
+2%
|
|
|
22
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.22M
|
+$2.25M
|
+49,333
|
New
|
|
|
23
|
Lokken Investment Group
Lewes,
Delaware
|
$2.18M
|
+$1.41M
|
+31,000
|
+178%
|
|
|
24
|
|
$1.99M
|
-$52.6K
|
-1,154
|
-3%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.93M
|
-$806K
|
-17,683
|
-29%
|
|
