|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$76.9M
|
-$5.6M
|
-122,233
|
-7%
|
|
|
2
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$9.31M
|
+$130K
|
+2,832
|
+1%
|
|
|
3
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.94M
|
-$1.66M
|
-36,329
|
-19%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$5.92M
|
+$6.08M
|
+132,687
|
New
|
|
|
5
|
KCS Wealth Advisory
Los Angeles,
California
|
$4.09M
|
-$421K
|
-9,198
|
-9%
|
|
|
6
|
|
$3.38M
|
+$3.46M
|
+75,665
|
New
|
|
|
7
|
|
$3.14M
|
-$1.9M
|
-41,450
|
-37%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.8M
|
+$1.44M
|
+31,501
|
+101%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$1.6M
|
-$91.7K
|
-2,002
|
-5%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.51M
|
+$1.55M
|
+33,805
|
New
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$957K
|
+$89.3K
|
+1,951
|
+10%
|
|
|
12
|
SeaCrest Wealth Management
Purchase,
New York
|
$913K
|
-$38.6K
|
-844
|
-4%
|
|
|
13
|
Lion Street Advisors
Austin,
Texas
|
$569K
|
-$32.9K
|
-719
|
-6%
|
|
|
14
|
Pflug Koory
Omaha,
Nebraska
|
$399K
|
–
|
–
|
–
|
|
|
15
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$376K
|
+$48.3K
|
+1,055
|
+14%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$317K
|
-$403K
|
-8,795
|
-55%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$284K
|
+$12.9K
|
+282
|
+5%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$251K
|
+$3.8K
|
+83
|
+1%
|
|
|
19
|
Destiny Wealth Partners
Tavares,
Florida
|
$208K
|
-$252K
|
-5,513
|
-54%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$91K
|
-$70.7K
|
-1,544
|
-43%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$44K
|
+$45.5K
|
+994
|
New
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$29K
|
+$30K
|
+656
|
+65,600%
|
|
|
23
|
|
$5K
|
-$40.2K
|
-878
|
-89%
|
|
|
24
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$1.98M
|
-40,838
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$558K
|
-11,498
|
Closed
|
|
