|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.82M
|
-$1.72M
|
-118,387
|
-23%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.73M
|
+$4.86M
|
+334,882
|
New
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$5.72M
|
+$4.85M
|
+334,216
|
New
|
|
|
4
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.35M
|
+$3.69M
|
+254,038
|
New
|
|
|
5
|
Allianz Asset Management
Munich,
Germany
|
$3.08M
|
+$2.61M
|
+179,850
|
New
|
|
|
6
|
Continental Advisors
Park City,
Utah
|
$1.32M
|
–
|
–
|
–
|
|
|
7
|
|
$1.07M
|
-$12K
|
-829
|
-1%
|
|
|
8
|
|
$974K
|
-$812K
|
-55,916
|
-50%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$802K
|
+$76.8K
|
+5,288
|
+13%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$689K
|
+$78.7K
|
+5,416
|
+16%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$687K
|
+$34.5K
|
+2,378
|
+6%
|
|
|
12
|
Niemann Capital Management
Stateline,
Nevada
|
$649K
|
+$550K
|
+37,887
|
New
|
|
|
13
|
|
$531K
|
-$67.5K
|
-4,650
|
-13%
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$407K
|
+$345K
|
+23,787
|
New
|
|
|
15
|
SouthState Corp
Winter Haven,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$286K
|
+$243K
|
+16,720
|
New
|
|
|
17
|
SG Americas Securities
New York
|
$220K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$171K
|
-$1.05K
|
-72
|
-0.7%
|
|
|
19
|
|
$149K
|
+$127K
|
+8,728
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$145K
|
-$17.3K
|
-1,188
|
-12%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$109K
|
+$20K
|
+1,374
|
+27%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$103K
|
+$87.2K
|
+6,004
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$95K
|
+$80.8K
|
+5,565
|
New
|
|
|
24
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$91K
|
–
|
–
|
–
|
|
|
25
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$25K
|
–
|
–
|
–
|
|
