|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.4M
|
-$7.72M
|
-152,134
|
-12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$44.9M
|
+$31.5M
|
+619,664
|
+244%
|
|
|
3
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$40.6M
|
+$16.4M
|
+323,331
|
+69%
|
|
|
4
|
|
$37.6M
|
+$11.5M
|
+226,273
|
+45%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$35.2M
|
-$3.33M
|
-65,628
|
-9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$33.9M
|
+$9.12M
|
+179,700
|
+37%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
-$580K
|
-11,432
|
-2%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$27.8M
|
+$6.93M
|
+136,508
|
+34%
|
|
|
9
|
Goelzer Investment Management
Carmel,
Indiana
|
$23.2M
|
+$22.9M
|
+450,732
|
New
|
|
|
10
|
SteelPeak Wealth
Woodland Hills,
California
|
$19.2M
|
+$18.5M
|
+364,780
|
+4,517%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$19.1M
|
+$4.12M
|
+81,216
|
+28%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.5M
|
+$8.55M
|
+168,468
|
+97%
|
|
|
13
|
Biltmore Wealth Management
Tempe,
Arizona
|
$13.9M
|
-$79.4K
|
-1,564
|
-0.6%
|
|
|
14
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$13.8M
|
-$3.77M
|
-74,179
|
-22%
|
|
|
15
|
Renaissance Technologies
New York
|
$13.5M
|
+$13.4M
|
+263,507
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
-$12.3M
|
-241,839
|
-51%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11M
|
+$2.71M
|
+53,391
|
+33%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10M
|
+$460K
|
+9,061
|
+5%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.9M
|
+$9.78M
|
+192,667
|
New
|
|
|
20
|
Fermata Advisors
Sonoma,
California
|
$9.1M
|
+$1.92M
|
+37,902
|
+27%
|
|
|
21
|
MBL Wealth
Charlotte,
North Carolina
|
$8.57M
|
+$2.74M
|
+54,025
|
+48%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.33M
|
+$898K
|
+17,695
|
+12%
|
|
|
23
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$7.91M
|
+$632K
|
+12,461
|
+9%
|
|
|
24
|
|
$7.41M
|
+$1.67M
|
+32,886
|
+30%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.79M
|
-$7.47M
|
-147,221
|
-53%
|
|
