|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$68.4M
|
+$22.5M
|
+557,069
|
+49%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$63.2M
|
+$4.03M
|
+99,639
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$40.5M
|
+$1.44M
|
+35,677
|
+4%
|
|
|
4
|
|
$26.3M
|
+$1.88M
|
+46,387
|
+8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
-$2.7M
|
-66,869
|
-11%
|
|
|
6
|
Bouchey Financial Group
Troy,
New York
|
$20.8M
|
+$1.16M
|
+28,654
|
+6%
|
|
|
7
|
|
$18.1M
|
-$8.77M
|
-216,929
|
-33%
|
|
|
8
|
BIP Wealth
Atlanta,
Georgia
|
$17.2M
|
+$1.72M
|
+42,528
|
+11%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$13.6M
|
+$65K
|
+1,608
|
+0.5%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.7M
|
+$1.53M
|
+37,896
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
-$105K
|
-2,607
|
-0.9%
|
|
|
12
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$10.4M
|
-$90.9K
|
-2,247
|
-0.9%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.03M
|
-$13.6M
|
-336,743
|
-63%
|
|
|
14
|
WT Wealth Management
Scottsdale,
Arizona
|
$7.86M
|
-$642K
|
-15,868
|
-8%
|
|
|
15
|
David Kennon
Sarasota,
Florida
|
$7.85M
|
+$58.7K
|
+1,451
|
+0.8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$7.49M
|
+$67.3K
|
+1,663
|
+0.9%
|
|
|
17
|
Auour Investments
Woburn,
Massachusetts
|
$5.35M
|
+$284K
|
+7,019
|
+6%
|
|
|
18
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$4.36M
|
-$5.26M
|
-130,101
|
-55%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.27M
|
+$4.26M
|
+105,373
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
+$160K
|
+3,966
|
+5%
|
|
|
21
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$3.38M
|
+$247K
|
+6,109
|
+8%
|
|
|
22
|
|
$3.33M
|
-$195K
|
-4,812
|
-6%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$3.2M
|
+$2.1M
|
+51,945
|
+192%
|
|
|
24
|
Naples Global Advisors
Naples,
Florida
|
$2.88M
|
-$501K
|
-12,375
|
-15%
|
|
|
25
|
ADAR1 Capital Management
Austin,
Texas
|
$1.93M
|
-$549K
|
-13,580
|
-22%
|
|
