|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.34M
|
+$2.24M
|
+24,352
|
+157%
|
|
|
2
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$2.81M
|
–
|
–
|
–
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.12M
|
+$1.51M
|
+16,449
|
+186%
|
|
|
4
|
Dedeker Financial
St. Louis Park,
Minnesota
|
$1.53M
|
+$1.39M
|
+15,090
|
+467%
|
|
|
5
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$1.24M
|
+$651K
|
+7,084
|
+91%
|
|
|
6
|
PMV Capital Advisers
Dallas,
Texas
|
$1.15M
|
+$1.07M
|
+11,681
|
+556%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$679K
|
+$3.22K
|
+35
|
+0.4%
|
|
|
8
|
IMC Chicago
Chicago,
Illinois
|
$475K
|
-$699K
|
-7,604
|
-57%
|
|
|
9
|
|
$220K
|
-$308K
|
-3,348
|
-56%
|
|
|
10
|
Global Assets Advisory
Orlando,
Florida
|
$55.6K
|
+$97.1K
|
+1,057
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$10.1K
|
+$11K
|
+120
|
New
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$9.45K
|
+$92
|
+1
|
+0.9%
|
|
|
13
|
Spire Wealth Management
Mclean,
Virginia
|
$9.29K
|
+$92
|
+1
|
+0.9%
|
|
|
14
|
Elevatus Welath Management
Victor,
New York
|
–
|
-$347K
|
-4,300
|
Closed
|
|
|
15
|
|
–
|
-$142
|
-1
|
Closed
|
|
