|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
–
|
–
|
–
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$19.5M
|
+$18.4M
|
+735,016
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$11.9M
|
+$5.62M
|
+224,060
|
+97%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.45M
|
-$1.14M
|
-45,346
|
-12%
|
|
|
5
|
Gradient Investments
Arden Hills,
Minnesota
|
$8.25M
|
+$2.19M
|
+87,237
|
+38%
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$6.97M
|
+$205K
|
+8,181
|
+3%
|
|
|
7
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.25M
|
-$328K
|
-13,053
|
-10%
|
|
|
8
|
Nomura Asset Management
Tokyo,
Japan
|
$3.05M
|
+$2.91M
|
+116,000
|
New
|
|
|
9
|
Insight Wealth Partners
Plano,
Texas
|
$2.66M
|
+$139K
|
+5,555
|
+6%
|
|
|
10
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.04M
|
+$1.95M
|
+77,717
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.96M
|
-$6.39M
|
-254,482
|
-77%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$1.81M
|
-$8.42M
|
-335,505
|
-83%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$1.81M
|
+$1.73M
|
+68,942
|
New
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.51M
|
-$325K
|
-12,936
|
-18%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.41M
|
-$217K
|
-8,663
|
-14%
|
|
|
16
|
|
$1.3M
|
-$21.7M
|
-864,300
|
-95%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.2M
|
+$1.15M
|
+45,653
|
New
|
|
|
18
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.15M
|
-$60.8K
|
-2,423
|
-5%
|
|
|
19
|
Foresight Wealth Management
Draper,
Utah
|
$1.01M
|
+$22.4K
|
+891
|
+2%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$972K
|
-$2.67M
|
-106,280
|
-74%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$910K
|
-$1.59M
|
-63,485
|
-65%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$854K
|
-$127K
|
-5,068
|
-13%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$801K
|
+$767K
|
+30,575
|
New
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$580K
|
+$13K
|
+517
|
+2%
|
|
|
25
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$576K
|
-$45.2K
|
-1,802
|
-8%
|
|
