|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.86M
|
-$349K
|
-6,615
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.68M
|
-$1.16M
|
-22,014
|
-17%
|
|
|
3
|
|
$3.12M
|
+$849K
|
+16,096
|
+39%
|
|
|
4
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$2.72M
|
-$15K
|
-284
|
-0.6%
|
|
|
5
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.14M
|
+$128K
|
+2,425
|
+7%
|
|
|
6
|
IHT Wealth Management
Chicago,
Illinois
|
$1.79M
|
-$58.8K
|
-1,115
|
-3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.5M
|
+$33.2K
|
+629
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.34M
|
+$27.4K
|
+519
|
+2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
-$3.85K
|
-73
|
-0.3%
|
|
|
10
|
Horizon Family Wealth
Chicago,
Illinois
|
$1.25M
|
+$66.9K
|
+1,269
|
+6%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$1.09M
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$95.2K
|
-1,804
|
-8%
|
|
|
14
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.02M
|
-$106
|
-2
|
-0%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$998K
|
-$35.1K
|
-665
|
-4%
|
|
|
16
|
Investors Research Corp
Atlanta,
Georgia
|
$784K
|
-$49.6K
|
-941
|
-6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$674K
|
+$121K
|
+2,291
|
+23%
|
|
|
18
|
Willner & Heller
Encino,
California
|
$617K
|
+$580
|
+11
|
+0.1%
|
|
|
19
|
Pacific Sun Financial
Los Angeles,
California
|
$593K
|
-$15.3K
|
-290
|
-3%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$547K
|
+$99.8K
|
+1,891
|
+23%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$495K
|
-$696K
|
-13,195
|
-59%
|
|
|
22
|
Purus Wealth Management
Newport Beach,
California
|
$490K
|
+$53
|
+1
|
+0%
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
$428K
|
+$264
|
+5
|
+0.1%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$416K
|
-$14.8K
|
-280
|
-4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$338K
|
-$126K
|
-2,393
|
-28%
|
|
