|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
–
|
–
|
–
|
|
|
2
|
Sunbelt Securities
Houston,
Texas
|
$74.7M
|
+$73.1M
|
+2,825,377
|
+4,646%
|
|
|
3
|
|
$20.5M
|
+$23.7M
|
+914,088
|
New
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$9.07M
|
+$1.3M
|
+50,280
|
+14%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.25M
|
+$1.68M
|
+64,784
|
+21%
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$5.78M
|
+$6.67M
|
+257,762
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$5.16M
|
+$5.95M
|
+229,844
|
New
|
|
|
8
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.11M
|
-$347K
|
-13,428
|
-6%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.76M
|
-$1.31M
|
-50,482
|
-27%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.22M
|
-$1.59M
|
-61,443
|
-30%
|
|
|
11
|
Flow Traders U.S.
New York
|
$3.15M
|
+$3.19M
|
+123,225
|
+720%
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$2.2M
|
+$90.2K
|
+3,487
|
+4%
|
|
|
13
|
Insight Wealth Partners
Plano,
Texas
|
$2.15M
|
+$1.17M
|
+45,268
|
+89%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.59M
|
-$301K
|
-11,619
|
-14%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.48M
|
+$8.52M
|
+329,171
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.41M
|
+$80.3K
|
+3,105
|
+5%
|
|
|
17
|
BHF RG Capital
Scottsdale,
Arizona
|
$1.31M
|
–
|
–
|
–
|
|
|
18
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.04M
|
-$327K
|
-12,632
|
-21%
|
|
|
19
|
Foresight Wealth Management
Draper,
Utah
|
$848K
|
+$57.2K
|
+2,209
|
+6%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$845K
|
-$454K
|
-17,562
|
-32%
|
|
|
21
|
Global Financial Private Capital
Sarasota,
Florida
|
$778K
|
-$71K
|
-2,746
|
-7%
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$534K
|
-$132K
|
-5,117
|
-18%
|
|
|
23
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$533K
|
+$615K
|
+23,771
|
New
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$485K
|
+$11.7K
|
+452
|
+2%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$452K
|
+$521K
|
+20,139
|
New
|
|
