|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$96M
|
–
|
–
|
–
|
|
|
2
|
|
$9.52M
|
-$778K
|
-14,888
|
-7%
|
|
|
3
|
|
$5.18M
|
+$5.24M
|
+100,305
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.3M
|
+$590K
|
+11,289
|
+82%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$516K
|
-$26.6K
|
-509
|
-5%
|
|
|
6
|
Pflug Koory
Omaha,
Nebraska
|
$463K
|
–
|
–
|
–
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$418K
|
-$140K
|
-2,673
|
-25%
|
|
|
8
|
KCS Wealth Advisory
Los Angeles,
California
|
$408K
|
+$412K
|
+7,884
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$360K
|
+$65.5K
|
+1,254
|
+22%
|
|
|
10
|
Summit X LLC
Chesterfield,
Missouri
|
$347K
|
+$57.8K
|
+1,106
|
+20%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$282K
|
+$53.2K
|
+1,018
|
+23%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$99K
|
-$18.8K
|
-360
|
-16%
|
|
|
13
|
Retirement Group
San Diego,
California
|
$73K
|
+$73.3K
|
+1,403
|
New
|
|
|
14
|
Weaver Consulting Group
Huntington Beach,
California
|
$27K
|
–
|
–
|
–
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$16.5K
|
+$16.7K
|
+320
|
New
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$15K
|
+$418
|
+8
|
+3%
|
|
|
17
|
Avior Wealth Management
Omaha,
Nebraska
|
$15K
|
+$15.7K
|
+300
|
New
|
|
|
18
|
Cordasco Financial Network
Naples,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1.72K
|
+33
|
New
|
|
|
20
|
Ruggie Capital Group
Tavares,
Florida
|
–
|
-$373K
|
-7,071
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$31K
|
-584
|
Closed
|
|
