|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$78.6M
|
+$278K
|
+6,148
|
+0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.2M
|
-$4.42M
|
-97,863
|
-14%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$91K
|
+2,016
|
+0.9%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.97M
|
+$6.95M
|
+153,863
|
New
|
|
|
5
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$6.94M
|
+$1.09M
|
+24,117
|
+19%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$6.86M
|
+$1.47M
|
+32,634
|
+27%
|
|
|
7
|
Leo Wealth LLC
Hurst,
Texas
|
$6.84M
|
+$442K
|
+9,798
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.5M
|
+$957K
|
+21,191
|
+17%
|
|
|
9
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$5.48M
|
-$204K
|
-4,529
|
-4%
|
|
|
10
|
American Financial & Tax Strategies
New York
|
$4.3M
|
+$183K
|
+4,058
|
+4%
|
|
|
11
|
|
$4.18M
|
-$1.15M
|
-25,551
|
-22%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$3.1M
|
+$1.27M
|
+28,161
|
+70%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.87M
|
-$1.85M
|
-41,018
|
-39%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$2.6M
|
-$1.45M
|
-32,207
|
-36%
|
|
|
15
|
|
$2.54M
|
+$131K
|
+2,892
|
+5%
|
|
|
16
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.89M
|
+$388K
|
+8,584
|
+26%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.87M
|
-$263K
|
-5,827
|
-12%
|
|
|
18
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.42M
|
-$509K
|
-11,267
|
-26%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.28M
|
-$379K
|
-8,396
|
-23%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.09M
|
+$27.1K
|
+600
|
+3%
|
|
|
21
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.03M
|
+$30.2K
|
+670
|
+3%
|
|
|
22
|
KLR Investment Advisors
Providence,
Rhode Island
|
$879K
|
-$149K
|
-3,293
|
-14%
|
|
|
23
|
My Legacy Advisors
Bend,
Oregon
|
$823K
|
-$70K
|
-1,550
|
-8%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$688K
|
-$1.28M
|
-28,268
|
-65%
|
|
|
25
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$684K
|
+$12.5K
|
+277
|
+2%
|
|
