|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.44M
|
+$337K
|
+16,469
|
+9%
|
|
|
2
|
|
$2.5M
|
-$74.6K
|
-3,648
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.37M
|
+$599K
|
+29,303
|
+38%
|
|
|
4
|
Rock Point Advisors
Burlington,
Vermont
|
$1.22M
|
–
|
–
|
–
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.01M
|
+$939K
|
+45,905
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$658K
|
+$91.2K
|
+4,460
|
+18%
|
|
|
7
|
|
$495K
|
-$1.13K
|
-55
|
-0.2%
|
|
|
8
|
SouthState Corp
Winter Haven,
Florida
|
$377K
|
–
|
–
|
–
|
|
|
9
|
Glovista Investments
Jersey City,
New Jersey
|
$310K
|
+$102K
|
+5,000
|
+56%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$278K
|
+$2.05K
|
+100
|
+0.8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$261K
|
-$4.09K
|
-200
|
-2%
|
|
|
12
|
|
$238K
|
-$813K
|
-39,730
|
-79%
|
|
|
13
|
|
$164K
|
-$332K
|
-16,246
|
-69%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$114K
|
-$479K
|
-23,426
|
-82%
|
|
|
15
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
16
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$25K
|
+$2.11K
|
+103
|
+10%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$17K
|
+$2.46K
|
+120
|
+19%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$2.83M
|
-140,369
|
Closed
|
|
|
20
|
|
–
|
-$494K
|
-24,478
|
Closed
|
|
|
21
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$141K
|
-6,985
|
Closed
|
|
|
22
|
|
–
|
-$125K
|
-6,166
|
Closed
|
|
