|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.3M
|
+$5.73M
|
+197,063
|
+18%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.69M
|
+$3.52M
|
+121,099
|
New
|
|
|
3
|
Quadcap Wealth Management
Frisco,
Texas
|
$2.76M
|
+$1.72M
|
+59,230
|
+188%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$1.72M
|
+59,173
|
New
|
|
|
5
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.28M
|
+$129K
|
+4,454
|
+12%
|
|
|
6
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.15M
|
+$1.1M
|
+37,789
|
New
|
|
|
7
|
|
$982K
|
+$8.49K
|
+292
|
+0.9%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$652K
|
-$12.5K
|
-430
|
-2%
|
|
|
9
|
Axxcess Wealth Management
Carlsbad,
California
|
$551K
|
-$2.16M
|
-74,329
|
-80%
|
|
|
10
|
|
$429K
|
-$749K
|
-25,761
|
-65%
|
|
|
11
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$390K
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$320K
|
+$306K
|
+10,527
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$302K
|
+$289K
|
+9,934
|
New
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$213K
|
+$203K
|
+7,000
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$659K
|
-22,176
|
Closed
|
|
|
16
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
–
|
-$385K
|
-12,973
|
Closed
|
|
