|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.9M
|
-$3.44M
|
-66,297
|
-6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$50.7M
|
+$5.01M
|
+96,527
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.8M
|
+$10.9M
|
+209,174
|
+30%
|
|
|
4
|
|
$33.9M
|
-$4.25M
|
-81,823
|
-11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$32.4M
|
+$1.4M
|
+26,959
|
+5%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$30.2M
|
+$1.94M
|
+37,288
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$29M
|
-$5.48M
|
-105,542
|
-16%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$19.3M
|
-$113K
|
-2,167
|
-0.6%
|
|
|
9
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.6M
|
-$198K
|
-3,807
|
-1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9M
|
+$2.6M
|
+50,111
|
+21%
|
|
|
11
|
Biltmore Wealth Management
Tempe,
Arizona
|
$14M
|
-$189K
|
-3,636
|
-1%
|
|
|
12
|
MBL Wealth
Charlotte,
North Carolina
|
$13M
|
+$4.28M
|
+82,420
|
+49%
|
|
|
13
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$12.5M
|
-$1.49M
|
-28,716
|
-11%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.9M
|
+$771K
|
+14,836
|
+7%
|
|
|
15
|
Renaissance Technologies
New York
|
$11.4M
|
-$2.37M
|
-45,612
|
-17%
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$9.04M
|
-$209K
|
-4,033
|
-2%
|
|
|
17
|
Goelzer Investment Management
Carmel,
Indiana
|
$8.79M
|
-$14.7M
|
-282,492
|
-63%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.74M
|
+$262K
|
+5,050
|
+3%
|
|
|
19
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$7.92M
|
-$123K
|
-2,366
|
-2%
|
|
|
20
|
|
$7.75M
|
+$209K
|
+4,025
|
+3%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.61M
|
-$34.5M
|
-664,595
|
-84%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$6.46M
|
+$1.72M
|
+33,100
|
+37%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.34M
|
-$559K
|
-10,755
|
-8%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.06M
|
+$1.28M
|
+24,609
|
+27%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.03M
|
+$131K
|
+2,530
|
+2%
|
|
