|
1
|
LPL Financial
San Diego,
California
|
$34.6M
|
-$313K
|
-7,807
|
-0.9%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.8M
|
+$17.1M
|
+425,009
|
+147%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.8M
|
+$23.1M
|
+575,274
|
+882%
|
|
|
4
|
David Kennon
Sarasota,
Florida
|
$22.2M
|
+$22.1M
|
+551,110
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
+$11.9M
|
+296,701
|
+119%
|
|
|
6
|
|
$21.7M
|
+$2.12M
|
+52,740
|
+11%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$19.1M
|
+$7.97M
|
+198,583
|
+72%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.8M
|
-$9.25M
|
-230,429
|
-33%
|
|
|
9
|
Continuum Advisory
Eagle,
Idaho
|
$17.4M
|
+$755K
|
+18,813
|
+5%
|
|
|
10
|
IHT Wealth Management
Chicago,
Illinois
|
$15.6M
|
+$15.5M
|
+386,656
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
+$3M
|
+74,799
|
+31%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.9M
|
+$11.9M
|
+295,266
|
New
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$9.7M
|
+$9.68M
|
+241,243
|
New
|
|
|
14
|
|
$8.7M
|
+$8.68M
|
+216,143
|
New
|
|
|
15
|
Bouchey Financial Group
Troy,
New York
|
$8.22M
|
+$3M
|
+74,839
|
+58%
|
|
|
16
|
Everhart Financial Group
Dublin,
Ohio
|
$7.74M
|
+$7.71M
|
+192,179
|
New
|
|
|
17
|
PVG Asset Management
Golden,
Colorado
|
$5.81M
|
+$2.96M
|
+73,669
|
+104%
|
|
|
18
|
Tidal Investments
Milwaukee,
Wisconsin
|
$5.8M
|
+$400K
|
+9,956
|
+7%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$5.78M
|
-$2.3M
|
-57,346
|
-29%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$5.22M
|
-$5.31M
|
-132,251
|
-51%
|
|
|
21
|
Naples Global Advisors
Naples,
Florida
|
$4.7M
|
-$267K
|
-6,650
|
-5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.39M
|
-$1.07M
|
-26,693
|
-20%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.65M
|
+$686K
|
+17,091
|
+23%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.45M
|
+$1.74M
|
+43,252
|
+102%
|
|
|
25
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.37M
|
+$97.5K
|
+2,430
|
+3%
|
|
