|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.1M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$24.2M
|
-$186K
|
-3,687
|
-0.8%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$24.2M
|
-$53.4K
|
-1,059
|
-0.2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.64M
|
+$4.65M
|
+92,235
|
+455%
|
|
|
5
|
Private Wealth Strategies
New Albany,
Ohio
|
$4.58M
|
+$619K
|
+12,279
|
+15%
|
|
|
6
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.02M
|
-$713K
|
-14,156
|
-26%
|
|
|
7
|
TRUADVICE
Sarasota,
Florida
|
$1.18M
|
+$1.17M
|
+23,279
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.04M
|
+$618K
|
+12,265
|
+143%
|
|
|
9
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$988K
|
+$221K
|
+4,384
|
+29%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$701K
|
-$773K
|
-15,340
|
-52%
|
|
|
11
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$630K
|
+$235K
|
+4,664
|
+59%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$567K
|
+$222K
|
+4,415
|
+63%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$551K
|
+$24.2K
|
+480
|
+5%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$472K
|
+$94.2K
|
+1,869
|
+25%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$455K
|
+$7.96K
|
+158
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$284K
|
+$286K
|
+5,681
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$219K
|
+$221K
|
+4,382
|
New
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$183K
|
+$4.33K
|
+86
|
+2%
|
|
|
19
|
LifePlan Financial Group
Dayton,
Ohio
|
$83K
|
–
|
–
|
–
|
|
|
20
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$75K
|
+$40.6K
|
+805
|
+118%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
-$45.2K
|
-897
|
-39%
|
|
|
22
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$44K
|
+$12.6K
|
+250
|
+40%
|
|
|
23
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$16.2K
|
-$4.03K
|
-80
|
-20%
|
|
|
24
|
Private Ocean
San Rafael,
California
|
$16K
|
+$202
|
+4
|
+1%
|
|
|
25
|
American Portfolios Advisors
Holbrook,
New York
|
$9.56K
|
+$9.62K
|
+191
|
New
|
|
