|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$94.7M
|
+$95.8M
|
+1,797,444
|
New
|
|
|
2
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$10.9M
|
+$11.1M
|
+207,388
|
New
|
|
|
3
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.03M
|
+$249K
|
+4,665
|
+3%
|
|
|
4
|
KCS Wealth Advisory
Los Angeles,
California
|
$3.19M
|
+$133K
|
+2,500
|
+4%
|
|
|
5
|
|
$2.91M
|
-$789K
|
-14,805
|
-21%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$2.5M
|
+$107K
|
+2,009
|
+4%
|
|
|
7
|
Bay Colony Advisors
Concord,
Massachusetts
|
$2.17M
|
+$2.19M
|
+41,115
|
New
|
|
|
8
|
|
$2.08M
|
-$1.38M
|
-25,943
|
-40%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.41M
|
+$376K
|
+7,063
|
+36%
|
|
|
10
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.1M
|
+$40.3K
|
+757
|
+4%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$838K
|
+$848K
|
+15,907
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$705K
|
-$126K
|
-2,360
|
-15%
|
|
|
13
|
Lion Street Advisors
Austin,
Texas
|
$617K
|
+$61.5K
|
+1,155
|
+11%
|
|
|
14
|
Destiny Wealth Partners
Tavares,
Florida
|
$604K
|
–
|
–
|
–
|
|
|
15
|
Pflug Koory
Omaha,
Nebraska
|
$471K
|
–
|
–
|
–
|
|
|
16
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$425K
|
+$430K
|
+8,070
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$406K
|
-$1.29M
|
-24,235
|
-76%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$350K
|
+$5.17K
|
+97
|
+1%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$286K
|
+$4K
|
+75
|
+1%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$188K
|
–
|
–
|
–
|
|
|
21
|
|
$143K
|
+$10.8K
|
+203
|
+8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$70K
|
+$56.9K
|
+1,068
|
+396%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$11K
|
+$8.9K
|
+167
|
+398%
|
|
|
24
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$7K
|
+$7.57K
|
+142
|
New
|
|
|
25
|
Concord Wealth Partners
Abingdon,
Virginia
|
$5K
|
+$5.12K
|
+96
|
New
|
|
