|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.5M
|
+$1.16M
|
+21,169
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$48.5M
|
+$29M
|
+529,620
|
+137%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$27M
|
+$15.5M
|
+283,344
|
+125%
|
|
|
4
|
|
$24.9M
|
+$452K
|
+8,273
|
+2%
|
|
|
5
|
|
$24.7M
|
-$9.31M
|
-170,289
|
-27%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$17.8M
|
+$598K
|
+10,944
|
+3%
|
|
|
7
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$16.7M
|
+$1.29M
|
+23,582
|
+8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$369K
|
+6,742
|
+2%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15M
|
+$14M
|
+256,775
|
+1,008%
|
|
|
10
|
Biltmore Wealth Management
Tempe,
Arizona
|
$14.4M
|
-$54.4K
|
-994
|
-0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$2.49M
|
+45,613
|
+24%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
+$396K
|
+7,244
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3M
|
-$132K
|
-2,412
|
-1%
|
|
|
14
|
Legacy Financial Advisors
Covington,
Kentucky
|
$8.26M
|
+$8.52M
|
+155,751
|
New
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.95M
|
+$7.17M
|
+131,114
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$6.88M
|
+$652K
|
+11,927
|
+10%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6.4M
|
+$790K
|
+14,451
|
+14%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.6M
|
+$5.19M
|
+94,832
|
+877%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.35M
|
-$735K
|
-13,433
|
-12%
|
|
|
20
|
|
$5.24M
|
+$141K
|
+2,583
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.94M
|
+$1.28M
|
+23,471
|
+34%
|
|
|
22
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.17M
|
+$474K
|
+8,662
|
+12%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.04M
|
-$48.2K
|
-881
|
-1%
|
|
|
24
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.99M
|
+$346K
|
+6,334
|
+9%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$3.96M
|
-$65.2K
|
-1,192
|
-2%
|
|
