|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$96M
|
–
|
–
|
–
|
|
|
2
|
|
$9.56M
|
-$1.05M
|
-20,023
|
-10%
|
|
|
3
|
|
$854K
|
-$3.4M
|
-65,054
|
-81%
|
|
|
4
|
KCS Wealth Advisory
Los Angeles,
California
|
$600K
|
+$114K
|
+2,180
|
+25%
|
|
|
5
|
Pflug Koory
Omaha,
Nebraska
|
$487K
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$485K
|
-$80.5K
|
-1,539
|
-15%
|
|
|
7
|
Flow Traders U.S.
New York
|
$471K
|
+$162K
|
+3,104
|
+56%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$272K
|
+$261K
|
+5,000
|
New
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$272K
|
+$261K
|
+5,000
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$267K
|
-$88.6K
|
-1,694
|
-26%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$247K
|
-$83.6K
|
-1,599
|
-26%
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$76K
|
–
|
–
|
–
|
|
|
13
|
Retirement Group
San Diego,
California
|
$76K
|
+$73.3K
|
+1,403
|
New
|
|
|
14
|
tru Independence
Portland,
Oregon
|
$70K
|
+$67.4K
|
+1,289
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$24K
|
-$23.1K
|
-442
|
-50%
|
|
|
16
|
American Portfolios Advisors
Holbrook,
New York
|
$17.4K
|
–
|
–
|
–
|
|
|
17
|
Avior Wealth Management
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$15K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$7.16K
|
+137
|
New
|
|
|
20
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$345K
|
-7,046
|
Closed
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$290K
|
-5,898
|
Closed
|
|
|
22
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$255K
|
-5,200
|
Closed
|
|
|
23
|
Cordasco Financial Network
Naples,
Florida
|
–
|
-$8K
|
-155
|
Closed
|
|
|
24
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$2K
|
-39
|
Closed
|
|
