|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.6M
|
+$8.72M
|
+168,555
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$37.7M
|
-$24.1M
|
-465,558
|
-38%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.3M
|
+$5.02M
|
+97,029
|
+19%
|
|
|
4
|
|
$25.3M
|
+$4.05M
|
+78,191
|
+18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$532K
|
+10,288
|
+2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.9M
|
+$1.95M
|
+37,741
|
+9%
|
|
|
7
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.4M
|
+$1.87M
|
+36,136
|
+8%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$22.7M
|
-$4.87M
|
-94,045
|
-19%
|
|
|
9
|
Miracle Mile Advisors
Los Angeles,
California
|
$17.5M
|
+$1.05M
|
+20,337
|
+6%
|
|
|
10
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$17.2M
|
-$391K
|
-7,567
|
-2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$14.6M
|
+$4.46M
|
+86,229
|
+42%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14M
|
+$13.6M
|
+263,125
|
+1,626%
|
|
|
13
|
Biltmore Wealth Management
Tempe,
Arizona
|
$13.7M
|
-$118K
|
-2,275
|
-0.8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$12.7M
|
-$1.18M
|
-22,787
|
-8%
|
|
|
15
|
Legacy Financial Advisors
Covington,
Kentucky
|
$10M
|
+$1.32M
|
+25,452
|
+15%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.32M
|
+$7.2M
|
+139,223
|
+298%
|
|
|
17
|
Avantax Planning Partners
Dubuque,
Iowa
|
$8.67M
|
-$3.06M
|
-59,145
|
-25%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$8.09M
|
+$5.79M
|
+111,884
|
+226%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.02M
|
+$1.88M
|
+36,338
|
+29%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.24M
|
+$1.17M
|
+22,671
|
+19%
|
|
|
21
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$7.09M
|
+$7.32M
|
+141,479
|
New
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$6.97M
|
+$7.2M
|
+139,139
|
New
|
|
|
23
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.13M
|
+$1.01M
|
+19,460
|
+19%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$5.89M
|
+$146K
|
+2,815
|
+2%
|
|
|
25
|
MBL Wealth
Charlotte,
North Carolina
|
$5.66M
|
+$2.95M
|
+57,045
|
+102%
|
|
