|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.2M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
+$2.01M
|
+35,692
|
+8%
|
|
|
3
|
|
$24.2M
|
+$4.01M
|
+71,237
|
+20%
|
|
|
4
|
Signify Wealth
Saint Louis,
Missouri
|
$23M
|
+$22.8M
|
+405,525
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
-$2.5M
|
-44,387
|
-13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$596K
|
+10,587
|
+4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$11.5M
|
+$61K
|
+1,083
|
+0.5%
|
|
|
8
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$10.8M
|
+$8.08M
|
+143,540
|
+303%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.71M
|
+$598K
|
+10,618
|
+7%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$8.21M
|
+$1.4M
|
+24,811
|
+21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.73M
|
+$653K
|
+11,588
|
+9%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.46M
|
-$827K
|
-14,690
|
-10%
|
|
|
13
|
|
$7.43M
|
+$141K
|
+2,506
|
+2%
|
|
|
14
|
Steph & Co
Marinette,
Wisconsin
|
$6.82M
|
+$610K
|
+10,828
|
+10%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$5.97M
|
+$73.9K
|
+1,312
|
+1%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.56M
|
-$66.7K
|
-1,185
|
-1%
|
|
|
17
|
MBL Wealth
Charlotte,
North Carolina
|
$4.55M
|
+$4.52M
|
+80,268
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.17M
|
-$240K
|
-4,268
|
-5%
|
|
|
19
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4M
|
+$485K
|
+8,617
|
+14%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$3.71M
|
+$78.7K
|
+1,398
|
+2%
|
|
|
21
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.63M
|
-$195K
|
-3,458
|
-5%
|
|
|
22
|
PFS Investments
Duluth,
Georgia
|
$3.33M
|
+$3.31M
|
+58,753
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
+$145K
|
+2,567
|
+5%
|
|
|
24
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.1M
|
+$69.1K
|
+1,227
|
+2%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$2.98M
|
+$70.7K
|
+1,255
|
+2%
|
|
