|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$154M
|
+$9.77M
|
+240,602
|
+7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$53.7M
|
-$21.8M
|
-537,460
|
-29%
|
|
|
3
|
PTM Wealth Management
North Wales,
United States
|
$28.5M
|
+$1.73M
|
+42,606
|
+6%
|
|
|
4
|
|
$25.2M
|
-$1.77M
|
-43,659
|
-7%
|
|
|
5
|
|
$24.9M
|
+$356K
|
+8,770
|
+1%
|
|
|
6
|
BIP Wealth
Atlanta,
Georgia
|
$23M
|
+$541K
|
+13,318
|
+2%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$16.8M
|
-$3.12M
|
-76,817
|
-16%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$13.2M
|
+$13.2M
|
+324,768
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
+$2.4M
|
+59,189
|
+29%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$10.2M
|
+$201K
|
+4,943
|
+2%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$7.82M
|
-$1.71M
|
-42,100
|
-18%
|
|
|
12
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$7.38M
|
+$1.53M
|
+37,613
|
+26%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.89M
|
-$245K
|
-6,033
|
-4%
|
|
|
14
|
David Kennon
Sarasota,
Florida
|
$4.28M
|
-$3.9M
|
-96,141
|
-48%
|
|
|
15
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.93M
|
-$657K
|
-16,194
|
-14%
|
|
|
16
|
Norris Financial Group
Greenville,
South Carolina
|
$3.23M
|
-$232K
|
-5,713
|
-7%
|
|
|
17
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$3.19M
|
+$114K
|
+2,820
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.18M
|
+$641K
|
+15,782
|
+25%
|
|
|
19
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.6M
|
-$29.3K
|
-721
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
-$392K
|
-9,655
|
-13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.35M
|
-$183K
|
-4,513
|
-7%
|
|
|
22
|
Flow Traders U.S.
New York
|
$2.31M
|
+$1.35M
|
+33,244
|
+140%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.06M
|
+$746K
|
+18,372
|
+57%
|
|
|
24
|
Barnes Wealth Management Group
Bakersfield,
California
|
$2.04M
|
+$63.1K
|
+1,553
|
+3%
|
|
|
25
|
Elmwood Wealth Management
Berkeley,
California
|
$1.99M
|
-$39.3K
|
-967
|
-2%
|
|
