|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.31M
|
–
|
–
|
–
|
|
|
2
|
|
$6.73M
|
+$216K
|
+5,868
|
+4%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.82M
|
+$412K
|
+11,160
|
+10%
|
|
|
4
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.55M
|
-$264K
|
-7,146
|
-6%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.58M
|
+$2.45M
|
+66,528
|
+271%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.11M
|
-$870K
|
-23,598
|
-23%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.31M
|
-$6.95M
|
-188,511
|
-76%
|
|
|
8
|
IMC Chicago
Chicago,
Illinois
|
$2.23M
|
+$2.09M
|
+56,679
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$2.21M
|
+$72.4K
|
+1,962
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.18M
|
+$87.7K
|
+2,379
|
+4%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.14M
|
+$1.65M
|
+44,727
|
+463%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.09M
|
+$528K
|
+14,322
|
+37%
|
|
|
13
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.78M
|
-$147K
|
-3,996
|
-8%
|
|
|
14
|
Prostatis Group
Hanover,
Maryland
|
$1.59M
|
+$1.49M
|
+40,485
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.58M
|
-$141K
|
-3,828
|
-9%
|
|
|
16
|
Well Done LLC
Holland,
Michigan
|
$1.52M
|
-$1.03M
|
-28,038
|
-42%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.47M
|
-$54.2K
|
-1,470
|
-4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.31M
|
+$398K
|
+10,788
|
+48%
|
|
|
19
|
Pacific Sun Financial
Los Angeles,
California
|
$1.26M
|
-$26.6K
|
-720
|
-2%
|
|
|
20
|
Investors Research Corp
Atlanta,
Georgia
|
$1.25M
|
+$93.4K
|
+2,532
|
+9%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$1.21M
|
-$68.6K
|
-1,860
|
-6%
|
|
|
22
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1M
|
-$11.1K
|
-300
|
-1%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$980K
|
-$885
|
-24
|
-0.1%
|
|
|
24
|
Capital One National Association
New York
|
$937K
|
+$878K
|
+23,808
|
New
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$854K
|
+$56.2K
|
+1,524
|
+8%
|
|
