|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.6M
|
-$3.86M
|
-86,236
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.2M
|
+$414K
|
+9,259
|
+1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.17M
|
-$965K
|
-21,569
|
-9%
|
|
|
4
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$7.46M
|
+$639K
|
+14,286
|
+9%
|
|
|
5
|
Leo Wealth LLC
Hurst,
Texas
|
$6.94M
|
+$200K
|
+4,464
|
+3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.83M
|
-$33K
|
-738
|
-0.5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.49M
|
+$93.2K
|
+2,083
|
+1%
|
|
|
8
|
American Financial & Tax Strategies
New York
|
$4.52M
|
+$284K
|
+6,344
|
+7%
|
|
|
9
|
|
$4.37M
|
+$254K
|
+5,687
|
+6%
|
|
|
10
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.67M
|
-$1.73M
|
-38,647
|
-32%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$2.55M
|
-$13.6K
|
-305
|
-0.5%
|
|
|
12
|
|
$2.54M
|
+$46K
|
+1,028
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.52M
|
-$301K
|
-6,722
|
-11%
|
|
|
14
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.37M
|
+$512K
|
+11,442
|
+27%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.96M
|
+$1.97M
|
+43,999
|
New
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$1.69M
|
-$144K
|
-3,224
|
-8%
|
|
|
17
|
|
$1.44M
|
+$1.44M
|
+32,270
|
New
|
|
|
18
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.42M
|
+$22.9K
|
+512
|
+2%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.12M
|
-$141K
|
-3,145
|
-11%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
+$22.9K
|
+513
|
+2%
|
|
|
21
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.02M
|
-$179
|
-4
|
-0%
|
|
|
22
|
Insight Advisors
Newtown,
Pennsylvania
|
$884K
|
+$473K
|
+10,568
|
+114%
|
|
|
23
|
My Legacy Advisors
Bend,
Oregon
|
$703K
|
-$107K
|
-2,398
|
-13%
|
|
|
24
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$688K
|
+$224K
|
+5,014
|
+48%
|
|
|
25
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$680K
|
+$6.58K
|
+147
|
+1%
|
|
