|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.1M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$28M
|
-$8.78M
|
-168,155
|
-24%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.38M
|
+$9.41M
|
+180,338
|
New
|
|
|
4
|
Private Wealth Strategies
New Albany,
Ohio
|
$7.54M
|
+$2.47M
|
+47,295
|
+48%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.56M
|
-$819K
|
-15,699
|
-13%
|
|
|
6
|
|
$5.27M
|
+$3.65M
|
+69,947
|
+223%
|
|
|
7
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.92M
|
+$4.15M
|
+79,499
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.71M
|
+$297K
|
+5,697
|
+9%
|
|
|
9
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.78M
|
+$896K
|
+17,165
|
+47%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
+$1.2M
|
+22,910
|
+84%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$2.02M
|
+$407K
|
+7,795
|
+25%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.76M
|
+$1.76M
|
+33,764
|
New
|
|
|
13
|
JD Financial Services
Carlisle,
Pennsylvania
|
$1.59M
|
+$1.6M
|
+30,607
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$836K
|
+$12.5K
|
+240
|
+2%
|
|
|
15
|
TRUADVICE
Sarasota,
Florida
|
$805K
|
-$508K
|
-9,740
|
-39%
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$799K
|
-$213K
|
-4,076
|
-21%
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$769K
|
+$54.8K
|
+1,050
|
+8%
|
|
|
18
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$769K
|
+$109K
|
+2,083
|
+16%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$511K
|
+$6.52K
|
+125
|
+1%
|
|
|
20
|
Cetera Advisors
Denver,
Colorado
|
$480K
|
+$79.3K
|
+1,519
|
+20%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$478K
|
+$480K
|
+9,190
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$379K
|
+$31.8K
|
+610
|
+9%
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$268K
|
+$58.5K
|
+1,121
|
+28%
|
|
|
24
|
Destiny Wealth Partners
Tavares,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
25
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$247K
|
+$40.3K
|
+772
|
+19%
|
|
