|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15M
|
-$2.35M
|
-85,473
|
-14%
|
|
|
2
|
Financial Enhancement Group
Anderson,
Indiana
|
$8.73M
|
-$7.43M
|
-269,969
|
-48%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.85M
|
-$933K
|
-33,901
|
-11%
|
|
|
4
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.35M
|
-$946K
|
-34,370
|
-15%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.4M
|
+$1.32M
|
+47,950
|
New
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$698K
|
+$660K
|
+23,985
|
New
|
|
|
7
|
|
$661K
|
+$626K
|
+22,729
|
New
|
|
|
8
|
Bison Wealth
Atlanta,
Georgia
|
$580K
|
+$29K
|
+1,052
|
+6%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$555K
|
-$66.5K
|
-2,417
|
-11%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$346K
|
+$327K
|
+11,896
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$320K
|
-$465K
|
-16,888
|
-61%
|
|
|
12
|
TownSquare Capital
Provo,
Utah
|
$316K
|
+$299K
|
+10,853
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$211K
|
-$533K
|
-19,347
|
-73%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$110K
|
+$8.59K
|
+312
|
+9%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$6.14K
|
-$13.6K
|
-494
|
-70%
|
|
|
16
|
|
$4.45K
|
+$83
|
+3
|
+2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$291
|
+$275
|
+10
|
New
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$58
|
+$55
|
+2
|
New
|
|
|
19
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$1.1M
|
-40,832
|
Closed
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$716K
|
-26,605
|
Closed
|
|
|
21
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$519K
|
-19,560
|
Closed
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
–
|
-$6.72K
|
-250
|
Closed
|
|
