|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.71M
|
–
|
–
|
–
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$3.33M
|
+$832K
|
+30,124
|
+34%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$2.2M
|
+$1.54M
|
+55,870
|
+256%
|
|
|
4
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$2M
|
+$660K
|
+23,882
|
+51%
|
|
|
5
|
Investors Research Corp
Atlanta,
Georgia
|
$1.19M
|
+$377K
|
+13,664
|
+48%
|
|
|
6
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1M
|
+$973K
|
+35,246
|
New
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$706K
|
+$688K
|
+24,896
|
New
|
|
|
8
|
Ranch Capital Advisors
Sarasota,
Florida
|
$659K
|
-$104K
|
-3,779
|
-15%
|
|
|
9
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$475K
|
-$13.8K
|
-501
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$438K
|
+$147K
|
+5,326
|
+53%
|
|
|
11
|
Capital Wealth Planning
Naples,
Florida
|
$423K
|
-$3.47M
|
-125,762
|
-89%
|
|
|
12
|
|
$390K
|
+$380K
|
+13,755
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$381K
|
+$11.5K
|
+417
|
+3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$327K
|
+$193
|
+7
|
+0.1%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$314K
|
–
|
–
|
–
|
|
|
16
|
NorthRock Partners
Minneapolis,
Minnesota
|
$204K
|
+$199K
|
+7,193
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$13.6K
|
+494
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$11K
|
+$10.5K
|
+380
|
New
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$4.68K
|
+$4.56K
|
+165
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$9K
|
-351
|
Closed
|
|
