|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
+$129M
|
+5,000,710
|
New
|
|
|
2
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.97M
|
+$239K
|
+9,298
|
+7%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.69M
|
-$159K
|
-6,156
|
-4%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.39M
|
-$1.23M
|
-47,791
|
-48%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$932K
|
+$745K
|
+28,950
|
+447%
|
|
|
6
|
Centaurus Financial
Anaheim,
California
|
$910K
|
+$92.1K
|
+3,576
|
+12%
|
|
|
7
|
Foresight Wealth Management
Draper,
Utah
|
$900K
|
+$133K
|
+5,165
|
+18%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$737K
|
+$714K
|
+27,729
|
+10,543%
|
|
|
9
|
Denver PWM
Denver,
Colorado
|
$580K
|
+$1.39K
|
+54
|
+0.2%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$502K
|
+$41.8K
|
+1,624
|
+9%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$486K
|
+$103K
|
+4,019
|
+28%
|
|
|
12
|
Institute for Wealth Management
Denver,
Colorado
|
$462K
|
+$17.2K
|
+668
|
+4%
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
$330K
|
-$84.4K
|
-3,277
|
-21%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$245K
|
-$16.6K
|
-644
|
-6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$229K
|
+$224K
|
+8,699
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$177K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123K
|
+$32.3K
|
+1,253
|
+36%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$87K
|
+$85.8K
|
+3,333
|
New
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$86K
|
–
|
–
|
–
|
|
|
20
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$54K
|
+$53K
|
+2,060
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$50K
|
+$9.27K
|
+360
|
+23%
|
|
|
22
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$18K
|
–
|
–
|
–
|
|
|
23
|
LifePlan Financial Group
Dayton,
Ohio
|
$15K
|
-$4.15K
|
-161
|
-22%
|
|
|
24
|
|
–
|
-$1.65M
|
-67,455
|
Closed
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
–
|
-$1.18M
|
-48,519
|
Closed
|
|
