|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$75.1M
|
-$1.04M
|
-22,746
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.6M
|
+$390K
|
+8,547
|
+1%
|
|
|
3
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$8.51M
|
+$767K
|
+16,808
|
+10%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.64M
|
+$563K
|
+12,339
|
+8%
|
|
|
5
|
Leo Wealth LLC
Hurst,
Texas
|
$7.56M
|
+$356K
|
+7,815
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.86M
|
-$857K
|
-18,785
|
-13%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.58M
|
-$3.87M
|
-84,836
|
-41%
|
|
|
8
|
|
$5.14M
|
+$613K
|
+13,440
|
+14%
|
|
|
9
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.58M
|
-$221K
|
-4,845
|
-6%
|
|
|
10
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$3.04M
|
+$577K
|
+12,643
|
+24%
|
|
|
11
|
|
$2.48M
|
-$155K
|
-3,396
|
-6%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$2.44M
|
-$191K
|
-4,197
|
-7%
|
|
|
13
|
|
$2.43M
|
+$925K
|
+20,268
|
+63%
|
|
|
14
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$2.14M
|
+$2.11M
|
+46,233
|
New
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$2.04M
|
+$285K
|
+6,245
|
+16%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.84M
|
-$764K
|
-16,753
|
-30%
|
|
|
17
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.48M
|
+$14.1K
|
+309
|
+1%
|
|
|
18
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.24M
|
+$321K
|
+7,033
|
+35%
|
|
|
19
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.15M
|
+$95.7K
|
+2,099
|
+9%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.09M
|
+$1.08M
|
+23,654
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$877K
|
+$866K
|
+18,983
|
New
|
|
|
22
|
NBC Securities
Birmingham,
Alabama
|
$828K
|
+$187K
|
+4,089
|
+30%
|
|
|
23
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$821K
|
+$811K
|
+17,779
|
New
|
|
|
24
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$776K
|
+$63K
|
+1,382
|
+9%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$708K
|
-$443K
|
-9,719
|
-39%
|
|
