|
1
|
Berger Financial Group
Plymouth,
Minnesota
|
$14.1M
|
+$472K
|
+17,928
|
+3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.76M
|
+$778K
|
+29,563
|
+79%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.62M
|
-$2.19K
|
-83
|
-0.1%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$1.04M
|
-$50K
|
-1,900
|
-5%
|
|
|
5
|
Centurion Wealth Management
Mclean,
Virginia
|
$807K
|
-$161K
|
-6,127
|
-17%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$586K
|
+$589K
|
+22,378
|
New
|
|
|
7
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$362K
|
+$364K
|
+13,836
|
New
|
|
|
8
|
|
$332K
|
+$334K
|
+12,677
|
New
|
|
|
9
|
|
$297K
|
-$325K
|
-12,333
|
-52%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$247K
|
+$248K
|
+9,416
|
New
|
|
|
11
|
Richardson Financial Services
Medway,
Massachusetts
|
$10.9K
|
+$4.53K
|
+172
|
New
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$5.24K
|
–
|
–
|
–
|
|
|
13
|
Concorde Financial
Dallas,
Texas
|
–
|
-$1.92M
|
-72,481
|
Closed
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$109K
|
-4,100
|
Closed
|
|
