|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.4M
|
–
|
–
|
–
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$24.2M
|
+$2.27M
|
+44,363
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$330K
|
+6,435
|
+2%
|
|
|
4
|
|
$11.6M
|
+$322K
|
+6,277
|
+3%
|
|
|
5
|
MBL Wealth
Charlotte,
North Carolina
|
$7.38M
|
+$7.36M
|
+143,441
|
New
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.94M
|
+$6.92M
|
+134,873
|
New
|
|
|
7
|
Signify Wealth
Saint Louis,
Missouri
|
$6.91M
|
+$6.89M
|
+134,304
|
New
|
|
|
8
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.5M
|
+$4.48M
|
+87,435
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.63M
|
+$493K
|
+9,622
|
+16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.38M
|
-$8.97K
|
-175
|
-0.3%
|
|
|
11
|
|
$2.78M
|
-$1.98M
|
-38,528
|
-42%
|
|
|
12
|
R.M. Davis Inc
Portland,
Maine
|
$2.75M
|
+$837K
|
+16,320
|
+44%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.6M
|
+$608K
|
+11,859
|
+31%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2M
|
+$1.15M
|
+22,485
|
+137%
|
|
|
15
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$2M
|
+$1.08M
|
+20,988
|
+118%
|
|
|
16
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.94M
|
-$30.8K
|
-600
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
+$219K
|
+4,261
|
+13%
|
|
|
18
|
First National Corp
Rockland,
Massachusetts
|
$1.6M
|
+$211K
|
+4,121
|
+15%
|
|
|
19
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.49M
|
+$66.3K
|
+1,292
|
+5%
|
|
|
20
|
Nottingham Advisors
Amherst,
New York
|
$1.46M
|
+$223K
|
+4,344
|
+18%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$1.46M
|
+$327K
|
+6,385
|
+29%
|
|
|
22
|
MJP Associates
Farmington,
Connecticut
|
$1.39M
|
+$1.38M
|
+26,992
|
New
|
|
|
23
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.28M
|
+$413K
|
+8,051
|
+48%
|
|
|
24
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.27M
|
+$97.2K
|
+1,895
|
+8%
|
|
|
25
|
Crumly & Associates
Springfield,
Illinois
|
$1.19M
|
-$901K
|
-17,579
|
-43%
|
|
