|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$160M
|
+$5.97M
|
+147,278
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$52.4M
|
-$1.28M
|
-31,481
|
-2%
|
|
|
3
|
|
$28.1M
|
+$3.15M
|
+77,628
|
+13%
|
|
|
4
|
|
$23.9M
|
-$1.35M
|
-33,300
|
-5%
|
|
|
5
|
BIP Wealth
Atlanta,
Georgia
|
$23.8M
|
+$859K
|
+21,195
|
+4%
|
|
|
6
|
PTM Wealth Management
North Wales,
United States
|
$19M
|
-$9.36M
|
-230,949
|
-33%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$18.6M
|
+$1.82M
|
+44,799
|
+11%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$689K
|
+16,998
|
+7%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$11.2M
|
+$1.02M
|
+25,264
|
+10%
|
|
|
10
|
Stablepoint Partners
Braintree,
Massachusetts
|
$8.74M
|
+$8.74M
|
+215,734
|
New
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$7.82M
|
–
|
–
|
–
|
|
|
12
|
Elevation Capital Advisory
Bend,
Oregon
|
$7.24M
|
+$7.24M
|
+178,670
|
New
|
|
|
13
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$4.98M
|
-$2.41M
|
-59,437
|
-33%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.9M
|
-$974K
|
-24,020
|
-17%
|
|
|
15
|
David Kennon
Sarasota,
Florida
|
$4.36M
|
+$80.6K
|
+1,989
|
+2%
|
|
|
16
|
Norris Financial Group
Greenville,
South Carolina
|
$4.3M
|
+$1.08M
|
+26,600
|
+33%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.58M
|
+$396K
|
+9,774
|
+12%
|
|
|
18
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$3.09M
|
-$101K
|
-2,500
|
-3%
|
|
|
19
|
WT Wealth Management
Scottsdale,
Arizona
|
$2.9M
|
-$1.03M
|
-25,429
|
-26%
|
|
|
20
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.53M
|
-$66.5K
|
-1,640
|
-3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.45M
|
-$85.3K
|
-2,104
|
-3%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.1M
|
-$253K
|
-6,242
|
-11%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.08M
|
+$80.8K
|
+1,994
|
New
|
|
|
24
|
Barnes Wealth Management Group
Bakersfield,
California
|
$2.02M
|
-$24.1K
|
-595
|
-1%
|
|
|
25
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$2.02M
|
+$593K
|
+14,629
|
+42%
|
|
