|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$65.2M
|
-$2.74M
|
-109,031
|
-4%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$15.4M
|
+$5.95M
|
+237,080
|
+63%
|
|
|
4
|
Alpha Capital Management
Austin,
Texas
|
$8.56M
|
+$2.51M
|
+99,863
|
+41%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.9M
|
+$5.52M
|
+219,826
|
+389%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.77M
|
+$83.2K
|
+3,315
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.42M
|
+$1.29M
|
+51,396
|
+112%
|
|
|
8
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.03M
|
+$1.82M
|
+72,530
|
+810%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
-$97.1K
|
-3,867
|
-7%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
-$375K
|
-14,947
|
-25%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.08M
|
-$105K
|
-4,198
|
-9%
|
|
|
12
|
Wedbush Securities
Los Angeles,
California
|
$1.04M
|
+$1.04M
|
+41,521
|
New
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$999K
|
+$481K
|
+19,146
|
+92%
|
|
|
14
|
Fairview Capital Investment Management
Greenbrae,
California
|
$965K
|
+$56.5K
|
+2,250
|
+6%
|
|
|
15
|
Bank of New York Mellon
New York
|
$939K
|
-$25
|
-1
|
-0%
|
|
|
16
|
NWAM LLC
Mercer Island,
Washington
|
$937K
|
-$73K
|
-2,909
|
-7%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$852K
|
+$856K
|
+34,115
|
New
|
|
|
18
|
Equitable Holdings
New York
|
$615K
|
+$29.6K
|
+1,180
|
+5%
|
|
|
19
|
First National Corp
Rockland,
Massachusetts
|
$609K
|
-$105K
|
-4,184
|
-18%
|
|
|
20
|
3EDGE Asset Management
Naples,
Florida
|
$553K
|
+$99.8K
|
+3,977
|
+22%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$526K
|
+$15.2K
|
+606
|
+3%
|
|
|
22
|
Silicon Hills Wealth Management
Austin,
Texas
|
$484K
|
-$6.65K
|
-265
|
-1%
|
|
|
23
|
Choate Investment Advisors
Boston,
Massachusetts
|
$478K
|
+$70.6K
|
+2,814
|
+17%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$430K
|
+$432K
|
+17,225
|
New
|
|
|
25
|
First National Bank of South Miami
South Miami,
Florida
|
$411K
|
+$8.54K
|
+340
|
+2%
|
|
