|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.1M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$7.74M
|
+$265K
|
+5,306
|
+3%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.64M
|
+$230K
|
+4,616
|
+3%
|
|
|
4
|
Private Wealth Strategies
New Albany,
Ohio
|
$3.4M
|
+$1.29M
|
+25,878
|
+51%
|
|
|
5
|
|
$2.91M
|
-$339K
|
-6,792
|
-9%
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.06M
|
-$118K
|
-2,369
|
-9%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$875K
|
+$977K
|
+19,588
|
New
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$401K
|
+$164K
|
+3,294
|
+58%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$383K
|
+$18.4K
|
+369
|
+4%
|
|
|
10
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$345K
|
-$32.1K
|
-644
|
-8%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$311K
|
+$110K
|
+2,203
|
+47%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$237K
|
+$265K
|
+5,309
|
New
|
|
|
13
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$161K
|
+$144K
|
+2,881
|
+405%
|
|
|
14
|
LifePlan Financial Group
Dayton,
Ohio
|
$74K
|
–
|
–
|
–
|
|
|
15
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$28.4K
|
+$24.3K
|
+488
|
+332%
|
|
|
16
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$26K
|
+$9.37K
|
+188
|
+48%
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
+$19.9K
|
+400
|
New
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$5K
|
-$5.68K
|
-114
|
-49%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$217K
|
-4,171
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
+$199
|
+4
|
New
|
|
