|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.6M
|
+$1.74M
|
+39,555
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35.6M
|
+$7.29M
|
+165,458
|
+25%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
+$425K
|
+9,635
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.28M
|
-$1.1M
|
-25,071
|
-15%
|
|
|
5
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$5.62M
|
-$248K
|
-5,635
|
-4%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$5.23M
|
+$29.9K
|
+679
|
+0.6%
|
|
|
7
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$4.89M
|
+$4.99M
|
+113,325
|
New
|
|
|
8
|
|
$4.7M
|
-$1.65M
|
-37,339
|
-26%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$3.7M
|
+$172K
|
+3,898
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.39M
|
+$328K
|
+7,444
|
+10%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$2.71M
|
-$6.66K
|
-151
|
-0.2%
|
|
|
12
|
|
$2.19M
|
-$256K
|
-5,816
|
-10%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$1.7M
|
+$377K
|
+8,551
|
+28%
|
|
|
14
|
TRUADVICE
Sarasota,
Florida
|
$1.45M
|
+$1.16M
|
+26,288
|
+366%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$1.19M
|
+$196K
|
+4,438
|
+19%
|
|
|
16
|
Trilogy Capital
Irvine,
California
|
$1.15M
|
+$228K
|
+5,165
|
+24%
|
|
|
17
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.11M
|
-$8.64K
|
-196
|
-0.8%
|
|
|
18
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.05M
|
+$267K
|
+6,054
|
+33%
|
|
|
19
|
KLR Investment Advisors
Providence,
Rhode Island
|
$1.04M
|
-$33.5K
|
-760
|
-3%
|
|
|
20
|
|
$986K
|
+$1.01M
|
+22,824
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$974K
|
+$994K
|
+22,558
|
New
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$949K
|
+$30.4K
|
+690
|
+3%
|
|
|
23
|
My Legacy Advisors
Bend,
Oregon
|
$807K
|
-$88
|
-2
|
-0%
|
|
|
24
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$567K
|
+$5.02K
|
+114
|
+0.9%
|
|
|
25
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$548K
|
+$50.3K
|
+1,141
|
+10%
|
|
