|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.1M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$8.74M
|
+$2.28M
|
+44,185
|
+36%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$8.67M
|
+$2.21M
|
+42,912
|
+35%
|
|
|
4
|
|
$3.75M
|
+$880K
|
+17,074
|
+31%
|
|
|
5
|
Private Wealth Strategies
New Albany,
Ohio
|
$2.64M
|
+$2.61M
|
+50,607
|
New
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.37M
|
+$1.35M
|
+26,204
|
New
|
|
|
7
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$436K
|
-$6.24K
|
-121
|
-1%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$435K
|
+$17.1K
|
+331
|
+4%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$296K
|
+$85.1K
|
+1,651
|
+41%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$246K
|
+$30.4K
|
+590
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$217K
|
+$215K
|
+4,171
|
New
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$101K
|
+$69.2K
|
+1,342
|
+222%
|
|
|
13
|
LifePlan Financial Group
Dayton,
Ohio
|
$86K
|
–
|
–
|
–
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$37K
|
+$18.4K
|
+357
|
+101%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25K
|
-$8.97K
|
-174
|
-22%
|
|
|
16
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$20K
|
+$20.1K
|
+389
|
New
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$12K
|
+$12K
|
+233
|
New
|
|
|
18
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$7.66K
|
+$361
|
+7
|
+5%
|
|
|
19
|
|
–
|
-$330K
|
-6,406
|
Closed
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$37K
|
-712
|
Closed
|
|
