|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$96M
|
–
|
–
|
–
|
|
|
2
|
|
$9.63M
|
+$598K
|
+11,595
|
+6%
|
|
|
3
|
|
$3.97M
|
-$1.01M
|
-19,560
|
-20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$514K
|
+$24.4K
|
+473
|
+5%
|
|
|
5
|
Pflug Koory
Omaha,
Nebraska
|
$440K
|
–
|
–
|
–
|
|
|
6
|
KCS Wealth Advisory
Los Angeles,
California
|
$435K
|
+$49.7K
|
+962
|
+12%
|
|
|
7
|
Summit X LLC
Chesterfield,
Missouri
|
$345K
|
+$18.8K
|
+365
|
+5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$326K
|
+$341K
|
+6,610
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$302K
|
-$41.8K
|
-810
|
-12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$290K
|
+$22.5K
|
+435
|
+8%
|
|
|
11
|
Flow Traders U.S.
New York
|
$273K
|
+$286K
|
+5,550
|
New
|
|
|
12
|
Wolverine Trading
Chicago,
Illinois
|
$255K
|
+$268K
|
+5,200
|
New
|
|
|
13
|
Weaver Consulting Group
Huntington Beach,
California
|
$68K
|
+$45.2K
|
+875
|
+170%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$44K
|
+$45.8K
|
+887
|
New
|
|
|
15
|
American Portfolios Advisors
Holbrook,
New York
|
$15.7K
|
–
|
–
|
–
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$14K
|
-$361
|
-7
|
-2%
|
|
|
17
|
Avior Wealth Management
Omaha,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
18
|
Cordasco Financial Network
Naples,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$2K
|
+$2.01K
|
+39
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.3M
|
-25,109
|
Closed
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-33
|
Closed
|
|
