|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$67.7M
|
-$1.82M
|
-71,628
|
-3%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$10M
|
-$6.12M
|
-240,100
|
-39%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.16M
|
+$1.71M
|
+67,281
|
+24%
|
|
|
5
|
Alpha Capital Management
Austin,
Texas
|
$6.03M
|
-$2.98M
|
-116,908
|
-34%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.12M
|
+$86.4K
|
+3,393
|
+2%
|
|
|
7
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.88M
|
+$676K
|
+26,551
|
+33%
|
|
|
8
|
Wealth Alliance
Mellville,
New York
|
$2.67M
|
+$2.55M
|
+99,998
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.5M
|
+$1.22M
|
+48,011
|
+105%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
-$93K
|
-3,650
|
-4%
|
|
|
11
|
NWAM LLC
Mercer Island,
Washington
|
$1.62M
|
+$594K
|
+23,315
|
+62%
|
|
|
12
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.25M
|
+$702K
|
+27,564
|
+142%
|
|
|
13
|
Wedbush Securities
Los Angeles,
California
|
$1.14M
|
+$27.9K
|
+1,096
|
+3%
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.06M
|
+$646K
|
+25,352
|
+177%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
-$313K
|
-12,303
|
-24%
|
|
|
16
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.03M
|
-$2.55K
|
-100
|
-0.3%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$881K
|
-$28K
|
-1,100
|
-3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$810K
|
-$330K
|
-12,952
|
-30%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$803K
|
+$767K
|
+30,102
|
New
|
|
|
20
|
Bank of New York Mellon
New York
|
$687K
|
-$302K
|
-11,872
|
-32%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$666K
|
+$361K
|
+14,183
|
+131%
|
|
|
22
|
Equitable Holdings
New York
|
$657K
|
–
|
–
|
–
|
|
|
23
|
First National Corp
Rockland,
Massachusetts
|
$582K
|
+$72K
|
+2,828
|
+15%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$516K
|
-$43.9K
|
-1,723
|
-8%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$469K
|
+$8.92K
|
+350
|
+2%
|
|
