|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.64M
|
+$786K
|
+28,581
|
+27%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$3.07M
|
-$139K
|
-5,043
|
-4%
|
|
|
3
|
|
$2.6M
|
-$872K
|
-31,711
|
-25%
|
|
|
4
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.52M
|
-$6.87K
|
-250
|
-0.3%
|
|
|
5
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.54M
|
+$74.2K
|
+2,701
|
+5%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.33M
|
+$869K
|
+31,635
|
+183%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$990K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$958K
|
+$61.9K
|
+2,251
|
+7%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$904K
|
-$145K
|
-5,280
|
-14%
|
|
|
10
|
|
$519K
|
+$499K
|
+18,161
|
+1,822%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$436K
|
+$103K
|
+3,764
|
+31%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$388K
|
+$32.4K
|
+1,178
|
+9%
|
|
|
13
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$347K
|
–
|
–
|
–
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$317K
|
+$124K
|
+4,506
|
+63%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$301K
|
+$85.5K
|
+3,112
|
+39%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$272K
|
–
|
–
|
–
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$220K
|
-$366K
|
-13,311
|
-62%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$145K
|
+$852
|
+31
|
+0.6%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$82.1K
|
–
|
–
|
–
|
|
|
20
|
|
$67.9K
|
–
|
–
|
–
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$13.6K
|
+$6.87K
|
+250
|
+100%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$11.8K
|
-$12.4K
|
-452
|
-51%
|
|
