|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$72.8M
|
-$626K
|
-13,684
|
-0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$29.6M
|
+$703K
|
+15,370
|
+2%
|
|
|
3
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$8.45M
|
+$138K
|
+3,010
|
+2%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.68M
|
+$214K
|
+4,689
|
+3%
|
|
|
5
|
Leo Wealth LLC
Hurst,
Texas
|
$7.63M
|
+$256K
|
+5,606
|
+3%
|
|
|
6
|
|
$5M
|
-$29K
|
-634
|
-0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.78M
|
-$960K
|
-20,984
|
-17%
|
|
|
8
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$3.84M
|
+$883K
|
+19,311
|
+29%
|
|
|
9
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.26M
|
-$243K
|
-5,304
|
-7%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$2.5M
|
+$111K
|
+2,426
|
+5%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$2.42M
|
+$431K
|
+9,427
|
+21%
|
|
|
12
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$2.16M
|
+$73.1K
|
+1,599
|
+3%
|
|
|
13
|
|
$2.13M
|
-$299K
|
-6,527
|
-12%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.63M
|
+$1.25M
|
+27,364
|
+314%
|
|
|
15
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.55M
|
+$104K
|
+2,282
|
+7%
|
|
|
16
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.46M
|
+$247K
|
+5,408
|
+20%
|
|
|
17
|
Defined Financial Planning
San Rafael,
California
|
$1.45M
|
+$1.47M
|
+32,044
|
New
|
|
|
18
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.31M
|
+$184K
|
+4,027
|
+16%
|
|
|
19
|
Armis Advisers
Atlanta,
Georgia
|
$1.26M
|
+$1.27M
|
+27,873
|
New
|
|
|
20
|
Barnes Wealth Management Group
Bakersfield,
California
|
$1.22M
|
+$1.23M
|
+26,983
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
-$716K
|
-15,659
|
-39%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$933K
|
-$4.58M
|
-100,052
|
-83%
|
|
|
23
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$809K
|
+$51.1K
|
+1,117
|
+7%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$719K
|
+$729K
|
+15,930
|
New
|
|
|
25
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$697K
|
+$29.3K
|
+641
|
+4%
|
|
