|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$78.6M
|
-$5.97M
|
-136,603
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.7M
|
-$4.54M
|
-103,739
|
-13%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
-$367K
|
-8,394
|
-4%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$6.41M
|
+$6.19M
|
+141,496
|
New
|
|
|
5
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$5.86M
|
+$683K
|
+15,617
|
+14%
|
|
|
6
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$5.7M
|
-$203K
|
-4,650
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.55M
|
-$1.01M
|
-23,077
|
-16%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$5.39M
|
-$103K
|
-2,345
|
-2%
|
|
|
9
|
|
$5.35M
|
+$2.93M
|
+67,030
|
+132%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.74M
|
+$1.13M
|
+25,784
|
+33%
|
|
|
11
|
American Financial & Tax Strategies
New York
|
$4.13M
|
+$3.97M
|
+90,894
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$4.07M
|
+$176K
|
+4,024
|
+5%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$2.92M
|
+$82.6K
|
+1,889
|
+3%
|
|
|
14
|
|
$2.41M
|
+$1.32M
|
+30,302
|
+133%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$2.13M
|
+$853K
|
+19,503
|
+71%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.97M
|
+$1.41M
|
+32,322
|
+291%
|
|
|
17
|
|
$1.96M
|
-$2.87M
|
-65,728
|
-60%
|
|
|
18
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.94M
|
+$1.86M
|
+42,556
|
New
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$1.83M
|
+$596K
|
+13,640
|
+51%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.66M
|
-$123K
|
-2,818
|
-7%
|
|
|
21
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.51M
|
+$386K
|
+8,836
|
+36%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.07M
|
+$42.6K
|
+974
|
+4%
|
|
|
23
|
KLR Investment Advisors
Providence,
Rhode Island
|
$1.05M
|
-$10.5K
|
-241
|
-1%
|
|
|
24
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.01M
|
-$152K
|
-3,481
|
-14%
|
|
|
25
|
My Legacy Advisors
Bend,
Oregon
|
$895K
|
+$26.4K
|
+604
|
+3%
|
|
