|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.1M
|
+$5.7M
|
+108,604
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$68.7M
|
+$3.31M
|
+63,022
|
+5%
|
|
|
3
|
|
$68.6M
|
-$12M
|
-228,453
|
-15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$61.7M
|
+$2.78M
|
+52,993
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$54.2M
|
+$5.99M
|
+114,069
|
+12%
|
|
|
6
|
Towneley Capital Management
Laguna Hills,
California
|
$45.6M
|
-$1.57M
|
-29,901
|
-3%
|
|
|
7
|
|
$45.3M
|
+$8.51M
|
+162,035
|
+23%
|
|
|
8
|
Bailard
Foster City,
California
|
$35.5M
|
-$8.08M
|
-153,870
|
-19%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$28.4M
|
-$7.9M
|
-150,394
|
-22%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$24.1M
|
-$3.76M
|
-71,639
|
-13%
|
|
|
11
|
MBL Wealth
Charlotte,
North Carolina
|
$21M
|
+$1.6M
|
+30,390
|
+8%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$20.5M
|
-$1.31M
|
-24,849
|
-6%
|
|
|
13
|
Cercano Management
Bellevue,
Washington
|
$20.2M
|
+$20.2M
|
+385,000
|
New
|
|
|
14
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$18.6M
|
+$18.6M
|
+355,043
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$17.6M
|
+$214K
|
+4,070
|
+1%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16.5M
|
+$3.38M
|
+64,406
|
+26%
|
|
|
17
|
Quotient Wealth Partners
Dallas,
Texas
|
$16.2M
|
+$4.03M
|
+76,713
|
+33%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16M
|
+$16M
|
+305,133
|
New
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$15.7M
|
+$1.23M
|
+23,490
|
+9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
-$12.1M
|
-230,747
|
-45%
|
|
|
21
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$13.6M
|
+$238K
|
+4,536
|
+2%
|
|
|
22
|
Gratus Capital
Atlanta,
Georgia
|
$13.2M
|
+$479K
|
+9,121
|
+4%
|
|
|
23
|
Goelzer Investment Management
Carmel,
Indiana
|
$13.1M
|
-$1.99M
|
-37,950
|
-13%
|
|
|
24
|
XML Financial
Bethesda,
Maryland
|
$10.4M
|
+$2.35M
|
+44,825
|
+29%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.26M
|
-$486K
|
-9,259
|
-5%
|
|
