|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.1M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.6M
|
+$3.36M
|
+151,021
|
+21%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$15.2M
|
+$142K
|
+6,360
|
+0.9%
|
|
|
4
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$9.7M
|
+$9.7M
|
+434,631
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.48M
|
+$568K
|
+25,545
|
+8%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.59M
|
-$40M
|
-1,799,746
|
-88%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.93M
|
+$760K
|
+34,152
|
+18%
|
|
|
8
|
|
$3.08M
|
+$3.08M
|
+138,509
|
New
|
|
|
9
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.67M
|
+$101K
|
+4,555
|
+4%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.36M
|
+$2.36M
|
+106,159
|
New
|
|
|
11
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.03M
|
+$2.03M
|
+91,199
|
New
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.02M
|
+$182K
|
+8,175
|
+10%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$1.99M
|
-$61.4K
|
-2,758
|
-3%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
+$370K
|
+16,630
|
+49%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$644K
|
+$643K
|
+28,911
|
New
|
|
|
16
|
Weaver Consulting Group
Huntington Beach,
California
|
$546K
|
+$211K
|
+9,474
|
+66%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$456K
|
+$456K
|
+20,487
|
New
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$281K
|
-$43.6K
|
-1,960
|
-13%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$268K
|
-$544K
|
-24,440
|
-67%
|
|
|
20
|
Affinity Wealth Management
Wilmington,
Delaware
|
$266K
|
+$266K
|
+11,968
|
New
|
|
|
21
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$234K
|
+$234K
|
+10,508
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$233K
|
+$233K
|
+10,466
|
New
|
|
|
23
|
|
$210K
|
-$10.1K
|
-454
|
-5%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$157K
|
+$75.7K
|
+3,400
|
+92%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$126K
|
-$1.5M
|
-67,200
|
-92%
|
|
