|
1
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.13M
|
+$1.71M
|
+38,213
|
+49%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.03M
|
+$5.09M
|
+113,983
|
New
|
|
|
3
|
Paulson Wealth Management
Wheaton,
Illinois
|
$2.68M
|
-$107K
|
-2,400
|
-4%
|
|
|
4
|
MBL Wealth
Charlotte,
North Carolina
|
$2.43M
|
+$2.46M
|
+55,100
|
New
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.14M
|
+$422K
|
+9,445
|
+24%
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$629K
|
+$636K
|
+14,249
|
New
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$519K
|
-$22.3K
|
-500
|
-4%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$466K
|
+$472K
|
+10,563
|
New
|
|
|
9
|
Landmark Wealth Management (New York)
Melville,
New York
|
$415K
|
-$507K
|
-11,356
|
-55%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$342K
|
-$290K
|
-6,503
|
-46%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$312K
|
+$316K
|
+7,071
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$295K
|
+$298K
|
+6,675
|
New
|
|
|
13
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$286K
|
-$23.7K
|
-530
|
-8%
|
|
|
14
|
Signify Wealth
Saint Louis,
Missouri
|
$245K
|
+$248K
|
+5,563
|
New
|
|
|
15
|
Flow Traders U.S.
New York
|
$228K
|
+$230K
|
+5,160
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$76K
|
+$76.5K
|
+1,713
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$53K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$11K
|
+$11.5K
|
+257
|
New
|
|
|
19
|
Allianz Asset Management
Munich,
Germany
|
$1K
|
+$491
|
+11
|
+69%
|
|
|
20
|
|
–
|
-$9.27M
|
-200,000
|
Closed
|
|
|
21
|
|
–
|
-$4.39M
|
-94,777
|
Closed
|
|
|
22
|
|
–
|
-$2.12M
|
-45,800
|
Closed
|
|
|
23
|
|
–
|
-$1.91M
|
-41,104
|
Closed
|
|
|
24
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
–
|
-$332K
|
-7,168
|
Closed
|
|
|
25
|
Crown Wealth Group
Charlotte,
North Carolina
|
–
|
-$306K
|
-6,605
|
Closed
|
|
