|
1
|
Bank of America
Charlotte,
North Carolina
|
$57.1M
|
+$2.85M
|
+57,188
|
+5%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.5M
|
-$4.15M
|
-83,410
|
-10%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.8M
|
+$918K
|
+18,450
|
+3%
|
|
|
4
|
|
$30.2M
|
+$23.5K
|
+472
|
+0.1%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.2M
|
+$2.84M
|
+57,130
|
+14%
|
|
|
6
|
Biltmore Wealth Management
Tempe,
Arizona
|
$18.7M
|
+$296K
|
+5,938
|
+2%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.4M
|
+$1.1M
|
+22,053
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$7M
|
+140,695
|
+76%
|
|
|
9
|
|
$13.4M
|
+$474K
|
+9,521
|
+4%
|
|
|
10
|
TD Capital Management
Memphis,
Tennessee
|
$13M
|
+$2.93M
|
+58,935
|
+29%
|
|
|
11
|
Condor Capital Management
Martinsville,
New Jersey
|
$11.8M
|
+$415K
|
+8,346
|
+4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$1.51M
|
+30,282
|
+15%
|
|
|
13
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$6.35M
|
+$458K
|
+9,203
|
+8%
|
|
|
14
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.21M
|
+$267K
|
+5,360
|
+5%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.13M
|
+$281K
|
+5,643
|
+6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.08M
|
-$7.46K
|
-150
|
-0.1%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.6M
|
-$718K
|
-14,430
|
-14%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.58M
|
+$251K
|
+5,038
|
+6%
|
|
|
19
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.45M
|
+$123K
|
+2,477
|
+3%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.2M
|
+$3.57M
|
+71,765
|
+576%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.95M
|
+$575K
|
+11,545
|
+17%
|
|
|
22
|
Westside Investment Management
Santa Monica,
California
|
$3.85M
|
-$129K
|
-2,600
|
-3%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.84M
|
+$129K
|
+2,601
|
+3%
|
|
|
24
|
R.M. Davis Inc
Portland,
Maine
|
$3.3M
|
-$419K
|
-8,417
|
-11%
|
|
|
25
|
|
$3.24M
|
+$1.95M
|
+39,130
|
+151%
|
|
