|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.3M
|
+$2.43M
|
+55,202
|
+13%
|
|
|
2
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$18.3M
|
+$18.3M
|
+414,729
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.9M
|
+$842K
|
+19,110
|
+5%
|
|
|
4
|
Waterway Wealth Management
The Woodlands,
Texas
|
$16.6M
|
+$4.19M
|
+95,113
|
+34%
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.6M
|
+$3.74M
|
+84,798
|
+42%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$9.14M
|
+$1.87M
|
+42,501
|
+26%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.52M
|
+$619K
|
+14,050
|
+8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.98M
|
+$990K
|
+22,457
|
+14%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.68M
|
+$1.68M
|
+38,139
|
+28%
|
|
|
10
|
Cary Street Partners
Richmond,
Virginia
|
$7.06M
|
+$7.03M
|
+159,580
|
New
|
|
|
11
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.45M
|
+$1.57M
|
+35,573
|
+32%
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$6.33M
|
+$6.31M
|
+143,132
|
New
|
|
|
13
|
Asio Capital
Lexington,
Kentucky
|
$5.89M
|
+$5.87M
|
+133,265
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$5.09M
|
-$4.45M
|
-100,913
|
-47%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.02M
|
+$1.21M
|
+27,452
|
+32%
|
|
|
16
|
Clarity Asset Management
Ames,
Iowa
|
$3.93M
|
-$2.75M
|
-62,464
|
-41%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.78M
|
-$766K
|
-17,371
|
-17%
|
|
|
18
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2.94M
|
-$2.15M
|
-48,677
|
-42%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$2.64M
|
-$16.8K
|
-381
|
-0.6%
|
|
|
20
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.52M
|
+$14.9K
|
+337
|
+0.6%
|
|
|
21
|
BCS Wealth Management
Johnson City,
Tennessee
|
$2.33M
|
-$1.36M
|
-30,928
|
-37%
|
|
|
22
|
|
$2.15M
|
-$4.09M
|
-92,821
|
-66%
|
|
|
23
|
Bridgewealth Advisory Group
Fresno,
California
|
$2.15M
|
+$1.25M
|
+28,369
|
+141%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$2.13M
|
+$181K
|
+4,101
|
+9%
|
|
|
25
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.07M
|
-$113K
|
-2,560
|
-5%
|
|
