|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.2M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.8M
|
+$11.9M
|
+216,434
|
+112%
|
|
|
3
|
|
$17.6M
|
+$2.42M
|
+44,077
|
+16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
-$4.16M
|
-75,862
|
-20%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$2.67M
|
+48,631
|
+24%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
+$84.5K
|
+1,541
|
+0.8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.54M
|
-$198M
|
-3,610,864
|
-96%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.19M
|
-$242K
|
-4,407
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.61M
|
+$492K
|
+8,965
|
+8%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$5.83M
|
+$3.01M
|
+54,820
|
+109%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$5.55M
|
+$2.6M
|
+47,350
|
+90%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.87M
|
+$2.38M
|
+43,454
|
+99%
|
|
|
13
|
Steph & Co
Marinette,
Wisconsin
|
$4.82M
|
+$1.12M
|
+20,459
|
+31%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.21M
|
+$67.1K
|
+1,223
|
+2%
|
|
|
15
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.56M
|
+$255K
|
+4,649
|
+8%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$3.47M
|
+$67.7K
|
+1,234
|
+2%
|
|
|
17
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.21M
|
+$1.15M
|
+21,050
|
+58%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$2.84M
|
-$358K
|
-6,526
|
-11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.79M
|
+$929K
|
+16,923
|
+51%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.75M
|
+$577K
|
+10,524
|
+27%
|
|
|
21
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.42M
|
+$631K
|
+11,496
|
+36%
|
|
|
22
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$2.39M
|
–
|
–
|
–
|
|
|
23
|
Sunesis Advisors
Overland Park,
Kansas
|
$2.33M
|
–
|
–
|
–
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.26M
|
–
|
–
|
–
|
|
|
25
|
INVST
Indianapolis,
Indiana
|
$1.76M
|
+$176K
|
+3,205
|
+11%
|
|
