|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$77M
|
+$1.99M
|
+42,963
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
+$21M
|
+454,195
|
+64%
|
|
|
3
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.4M
|
+$7.99M
|
+172,726
|
+305%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.25M
|
+$253K
|
+5,470
|
+3%
|
|
|
5
|
American Financial & Tax Strategies
New York
|
$6.82M
|
+$6.92M
|
+149,652
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.34M
|
+$97.3K
|
+2,103
|
+2%
|
|
|
7
|
|
$4.03M
|
+$329K
|
+7,105
|
+9%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$3.44M
|
+$468K
|
+10,119
|
+15%
|
|
|
9
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.73M
|
-$1.28M
|
-27,673
|
-32%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.52M
|
+$1.53M
|
+33,051
|
+149%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$2.44M
|
+$21.1K
|
+457
|
+0.9%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.93M
|
+$1.39M
|
+30,114
|
+245%
|
|
|
13
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.82M
|
+$53.4K
|
+1,155
|
+3%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.7M
|
+$111K
|
+2,392
|
+7%
|
|
|
15
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.52M
|
+$57.8K
|
+1,250
|
+4%
|
|
|
16
|
Barnes Wealth Management Group
Bakersfield,
California
|
$1.52M
|
+$34.1K
|
+738
|
+2%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$1.4M
|
-$5.18K
|
-112
|
-0.4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
+$413K
|
+8,918
|
+48%
|
|
|
19
|
|
$1.22M
|
+$1.24M
|
+26,706
|
New
|
|
|
20
|
|
$1.19M
|
-$39.6K
|
-856
|
-3%
|
|
|
21
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$976K
|
+$43.9K
|
+948
|
+5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$903K
|
+$5.27K
|
+114
|
+0.6%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$880K
|
-$105K
|
-2,271
|
-11%
|
|
|
24
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$840K
|
+$12.5K
|
+271
|
+1%
|
|
|
25
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$742K
|
+$38.5K
|
+832
|
+5%
|
|
