|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.63M
|
+$174K
|
+4,380
|
+3%
|
|
|
2
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$4.8M
|
+$578K
|
+14,559
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.1M
|
-$30.5K
|
-768
|
-0.8%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$2.96M
|
+$2.78M
|
+69,954
|
New
|
|
|
5
|
Investors Research Corp
Atlanta,
Georgia
|
$1.9M
|
+$3.1K
|
+78
|
+0.2%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$161K
|
+4,044
|
+13%
|
|
|
7
|
IMC Chicago
Chicago,
Illinois
|
$1.35M
|
+$1.27M
|
+32,004
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
+$4.17K
|
+105
|
+0.4%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.16M
|
-$464K
|
-11,685
|
-30%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.12M
|
-$1.31K
|
-33
|
-0.1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
+$675K
|
+16,986
|
+182%
|
|
|
12
|
|
$936K
|
-$107K
|
-2,691
|
-11%
|
|
|
13
|
Pacific Sun Financial
Los Angeles,
California
|
$660K
|
+$665K
|
+16,755
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$644K
|
+$173K
|
+4,359
|
+40%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$639K
|
+$517K
|
+13,023
|
+629%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$559K
|
-$13.3K
|
-336
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$557K
|
-$5.24K
|
-132
|
-1%
|
|
|
18
|
IHT Wealth Management
Chicago,
Illinois
|
$451K
|
+$183K
|
+4,599
|
+76%
|
|
|
19
|
Purus Wealth Management
Newport Beach,
California
|
$441K
|
-$122K
|
-3,063
|
-23%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$407K
|
-$184K
|
-4,629
|
-32%
|
|
|
21
|
FAS Wealth Partners
Leawood,
Kansas
|
$331K
|
+$12.4K
|
+312
|
+4%
|
|
|
22
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$232K
|
+$218K
|
+5,481
|
New
|
|
|
23
|
Lion Street Advisors
Austin,
Texas
|
$231K
|
+$163K
|
+4,110
|
New
|
|
|
24
|
Equitable Holdings
New York
|
$227K
|
–
|
–
|
–
|
|
|
25
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$224K
|
–
|
–
|
–
|
|
