|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$64.6M
|
-$60.1M
|
-2,627,254
|
-49%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$8.98M
|
+$2M
|
+87,549
|
+30%
|
|
|
4
|
Alpha Capital Management
Austin,
Texas
|
$5.77M
|
-$143K
|
-6,267
|
-3%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.51M
|
-$357K
|
-15,586
|
-10%
|
|
|
6
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.16M
|
+$1.1M
|
+48,215
|
+113%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.44M
|
+$1.38M
|
+60,477
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.34M
|
+$258K
|
+11,273
|
+25%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
-$29.7K
|
-1,298
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.13M
|
-$147K
|
-6,404
|
-12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
-$666K
|
-29,084
|
-39%
|
|
|
12
|
|
$1.04M
|
+$1.01M
|
+43,964
|
New
|
|
|
13
|
NWAM LLC
Mercer Island,
Washington
|
$960K
|
+$925K
|
+40,422
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$893K
|
+$65.9K
|
+2,881
|
+8%
|
|
|
15
|
Fairview Capital Investment Management
Greenbrae,
California
|
$865K
|
-$344K
|
-15,010
|
-29%
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$846K
|
-$295K
|
-12,872
|
-27%
|
|
|
17
|
Well Done LLC
Holland,
Michigan
|
$600K
|
-$655K
|
-28,596
|
-53%
|
|
|
18
|
Equitable Holdings
New York
|
$557K
|
–
|
–
|
–
|
|
|
19
|
First National Corp
Rockland,
Massachusetts
|
$550K
|
-$89.5K
|
-3,910
|
-14%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$496K
|
+$172K
|
+7,526
|
+56%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$485K
|
-$314K
|
-13,727
|
-40%
|
|
|
22
|
Silicon Hills Wealth Management
Austin,
Texas
|
$466K
|
-$40.6K
|
-1,776
|
-8%
|
|
|
23
|
3EDGE Asset Management
Naples,
Florida
|
$432K
|
+$416K
|
+18,184
|
New
|
|
|
24
|
Choate Investment Advisors
Boston,
Massachusetts
|
$388K
|
–
|
–
|
–
|
|
|
25
|
First National Bank of South Miami
South Miami,
Florida
|
$383K
|
-$246K
|
-10,748
|
-40%
|
|
