|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.4M
|
+$4.99M
|
+110,010
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$3.6M
|
+79,366
|
+24%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.11M
|
-$2.33M
|
-51,355
|
-30%
|
|
|
4
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.83M
|
+$215K
|
+4,745
|
+6%
|
|
|
5
|
|
$3.74M
|
-$4.23M
|
-93,312
|
-52%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.61M
|
-$9.57K
|
-211
|
-0.3%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$2.41M
|
-$25.6M
|
-563,657
|
-91%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.18M
|
+$1.17M
|
+25,713
|
+101%
|
|
|
9
|
McNaughton Wealth Management
San Diego,
California
|
$2.01M
|
+$1.17M
|
+25,757
|
+120%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.49M
|
-$1.02M
|
-22,524
|
-39%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$1.47M
|
+$10.8K
|
+239
|
+0.7%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$1.41M
|
+$122K
|
+2,699
|
+10%
|
|
|
13
|
Flow Traders U.S.
New York
|
$991K
|
-$1.99M
|
-43,966
|
-65%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$949K
|
+$226K
|
+4,983
|
+29%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$940K
|
+$20.6K
|
+455
|
+2%
|
|
|
16
|
|
$857K
|
+$911K
|
+20,085
|
New
|
|
|
17
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$739K
|
+$6.35K
|
+140
|
+0.8%
|
|
|
18
|
My Legacy Advisors
Bend,
Oregon
|
$731K
|
+$771K
|
+17,000
|
New
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$507K
|
–
|
–
|
–
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$372K
|
-$90K
|
-1,984
|
-19%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$343K
|
+$91.2K
|
+2,010
|
+33%
|
|
|
22
|
Lion Street Advisors
Austin,
Texas
|
$318K
|
-$89.9K
|
-1,981
|
-21%
|
|
|
23
|
TRUADVICE
Sarasota,
Florida
|
$316K
|
-$16.2K
|
-358
|
-5%
|
|
|
24
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$290K
|
-$360K
|
-7,942
|
-54%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$267K
|
+$284K
|
+6,270
|
New
|
|
