|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.1M
|
+$661K
|
+14,639
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$2.79M
|
+61,715
|
+20%
|
|
|
3
|
Waterway Wealth Management
The Woodlands,
Texas
|
$12.5M
|
+$2.28M
|
+50,567
|
+22%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$9.66M
|
+$3.81M
|
+84,376
|
+64%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.94M
|
+$3.7M
|
+81,892
|
+69%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.99M
|
+$2.52M
|
+55,832
|
+45%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$7.35M
|
+$3.81M
|
+84,301
|
+105%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.06M
|
+$1.81M
|
+40,092
|
+34%
|
|
|
9
|
Clarity Asset Management
Ames,
Iowa
|
$6.77M
|
+$122K
|
+2,705
|
+2%
|
|
|
10
|
|
$6.32M
|
+$2.82M
|
+62,356
|
+79%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.06M
|
+$598K
|
+13,232
|
+11%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$5.17M
|
+$1.42M
|
+31,415
|
+37%
|
|
|
13
|
Paulson Wealth Management
Wheaton,
Illinois
|
$5.15M
|
+$8.77K
|
+194
|
+0.2%
|
|
|
14
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.93M
|
-$2.12M
|
-46,965
|
-30%
|
|
|
15
|
|
$4.63M
|
+$4.68M
|
+103,581
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.6M
|
-$169K
|
-3,744
|
-4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.85M
|
+$2.72M
|
+60,307
|
+235%
|
|
|
18
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.74M
|
+$47.9K
|
+1,060
|
+1%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$2.69M
|
+$155K
|
+3,438
|
+6%
|
|
|
20
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.53M
|
+$81.1K
|
+1,796
|
+3%
|
|
|
21
|
Lokken Investment Group
Lewes,
Delaware
|
$2.25M
|
+$88.9K
|
+1,967
|
+4%
|
|
|
22
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.21M
|
-$515K
|
-11,390
|
-19%
|
|
|
23
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.16M
|
+$2.18M
|
+48,278
|
New
|
|
|
24
|
|
$2.06M
|
+$94.2K
|
+2,084
|
+5%
|
|
|
25
|
PAX Financial Group
San Antonio,
Texas
|
$2.04M
|
+$126K
|
+2,793
|
+7%
|
|
