|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.1M
|
+$15.8M
|
+600,136
|
New
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$15.2M
|
-$511K
|
-19,384
|
-3%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.17M
|
-$1.03M
|
-38,876
|
-11%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.89M
|
+$102K
|
+3,850
|
+2%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.1M
|
-$106K
|
-4,023
|
-9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$716K
|
-$853K
|
-32,353
|
-55%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$716K
|
-$853K
|
-32,353
|
-55%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$693K
|
-$41.4K
|
-1,569
|
-5%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$578K
|
-$214K
|
-8,107
|
-27%
|
|
|
10
|
Wolverine Trading
Chicago,
Illinois
|
$519K
|
+$516K
|
+19,560
|
New
|
|
|
11
|
Bison Wealth
Atlanta,
Georgia
|
$509K
|
+$144K
|
+5,444
|
+41%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$92.8K
|
-$16.3K
|
-619
|
-15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$19K
|
-$34.1K
|
-1,292
|
-65%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$6.72K
|
–
|
–
|
–
|
|
|
15
|
|
$4.04K
|
–
|
–
|
–
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$837K
|
-32,989
|
Closed
|
|
|
17
|
|
–
|
-$254K
|
-10,017
|
Closed
|
|
|
18
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$46.8K
|
-1,843
|
Closed
|
|
|
19
|
Leelyn Smith
Geneva,
Illinois
|
–
|
-$1.87K
|
-74
|
Closed
|
|
|
20
|
|
–
|
-$1.19K
|
-45
|
Closed
|
|
