|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$76.5M
|
+$214K
|
+4,602
|
+0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$33.1M
|
+$1.67M
|
+35,895
|
+5%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.18M
|
-$20.7K
|
-446
|
-0.2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.35M
|
+$530K
|
+11,412
|
+11%
|
|
|
5
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$4.07M
|
-$163K
|
-3,509
|
-4%
|
|
|
6
|
|
$3.78M
|
+$145K
|
+3,129
|
+4%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$3.03M
|
+$226K
|
+4,861
|
+8%
|
|
|
8
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.65M
|
-$159K
|
-3,427
|
-6%
|
|
|
9
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.63M
|
+$2.63M
|
+56,584
|
New
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$2.47M
|
-$161K
|
-3,462
|
-6%
|
|
|
11
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.1M
|
+$185K
|
+3,991
|
+10%
|
|
|
12
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.83M
|
+$108K
|
+2,334
|
+6%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.62M
|
+$94.4K
|
+2,031
|
+6%
|
|
|
14
|
Barnes Wealth Management Group
Bakersfield,
California
|
$1.52M
|
-$14.4K
|
-309
|
-0.9%
|
|
|
15
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.48M
|
-$201K
|
-4,326
|
-12%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$1.44M
|
+$1.44M
|
+30,927
|
New
|
|
|
17
|
|
$1.27M
|
-$23.6K
|
-508
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.03M
|
+$151K
|
+3,250
|
+17%
|
|
|
19
|
NBC Securities
Birmingham,
Alabama
|
$1M
|
+$151K
|
+3,259
|
+18%
|
|
|
20
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$952K
|
+$33.1K
|
+713
|
+4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$916K
|
-$28.9K
|
-622
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$870K
|
-$44.7K
|
-962
|
-5%
|
|
|
23
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$845K
|
+$845K
|
+18,185
|
New
|
|
|
24
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$770K
|
+$8.32K
|
+179
|
+1%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$761K
|
-$171K
|
-3,679
|
-18%
|
|
