|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.1M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$1.66M
|
-76,720
|
-9%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$12.1M
|
-$218K
|
-10,050
|
-1%
|
|
|
4
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$9.4M
|
+$1.94M
|
+89,360
|
+21%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.53M
|
+$668K
|
+30,809
|
+14%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.77M
|
-$2.73M
|
-125,840
|
-37%
|
|
|
7
|
|
$2.88M
|
+$473K
|
+21,824
|
+16%
|
|
|
8
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.17M
|
+$18.8K
|
+868
|
+0.7%
|
|
|
9
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.9M
|
-$1.04K
|
-48
|
-0%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.69M
|
+$78.4K
|
+3,613
|
+4%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$1.47M
|
-$154K
|
-7,089
|
-8%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$823K
|
+$717K
|
+33,080
|
+261%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$621K
|
-$4.7M
|
-216,571
|
-86%
|
|
|
14
|
Weaver Consulting Group
Huntington Beach,
California
|
$564K
|
+$162K
|
+7,492
|
+31%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$559K
|
+$232K
|
+10,679
|
+52%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$499K
|
-$23.4K
|
-1,078
|
-4%
|
|
|
17
|
Private Advisory Group
Redmond,
Washington
|
$237K
|
+$287K
|
+13,221
|
New
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$192K
|
+$4.88K
|
+225
|
+2%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$128K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$98K
|
+$119K
|
+5,504
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$68K
|
+$82.4K
|
+3,799
|
+189,950%
|
|
|
22
|
EPG Wealth Management
Atlanta,
Georgia
|
$62K
|
+$74.8K
|
+3,449
|
New
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$60.7K
|
+$347
|
+16
|
+0.5%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$20K
|
–
|
–
|
–
|
|
|
25
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$12K
|
+$14.5K
|
+670
|
New
|
|
