|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.7M
|
-$1.09M
|
-24,034
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
+$631K
|
+13,970
|
+2%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.72M
|
+$588K
|
+13,024
|
+7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.81M
|
+$28.1K
|
+623
|
+0.6%
|
|
|
5
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$4.04M
|
+$48.3K
|
+1,070
|
+1%
|
|
|
6
|
|
$3.32M
|
-$1.43M
|
-31,623
|
-30%
|
|
|
7
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.95M
|
-$202K
|
-4,464
|
-7%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$2.7M
|
+$101K
|
+2,229
|
+4%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.54M
|
+$1.49M
|
+32,955
|
+149%
|
|
|
10
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$2.51M
|
+$94.9K
|
+2,101
|
+4%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$2.41M
|
-$133K
|
-2,945
|
-5%
|
|
|
12
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.86M
|
+$110K
|
+2,425
|
+6%
|
|
|
13
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.65M
|
+$33.7K
|
+745
|
+2%
|
|
|
14
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.59M
|
+$82.2K
|
+1,820
|
+6%
|
|
|
15
|
|
$1.47M
|
-$530K
|
-11,733
|
-27%
|
|
|
16
|
Defined Financial Planning
San Rafael,
California
|
$1.46M
|
-$197K
|
-4,360
|
-12%
|
|
|
17
|
Barnes Wealth Management Group
Bakersfield,
California
|
$1.43M
|
+$70K
|
+1,549
|
+5%
|
|
|
18
|
|
$1.29M
|
-$2.56M
|
-56,693
|
-67%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$1.04M
|
+$346K
|
+7,658
|
+51%
|
|
|
20
|
Armis Advisers
Atlanta,
Georgia
|
$925K
|
-$172K
|
-3,810
|
-16%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$910K
|
-$128K
|
-2,829
|
-13%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$889K
|
+$50.2K
|
+1,111
|
+6%
|
|
|
23
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$883K
|
+$25.2K
|
+557
|
+3%
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$879K
|
-$12.5K
|
-277
|
-1%
|
|
|
25
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$747K
|
+$52.5K
|
+1,162
|
+8%
|
|
