|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.1M
|
–
|
–
|
–
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$13.6M
|
-$150K
|
-7,627
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
-$5.81M
|
-295,809
|
-37%
|
|
|
4
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$8.57M
|
-$2.05M
|
-104,632
|
-20%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.58M
|
+$412K
|
+21,005
|
+8%
|
|
|
6
|
|
$4M
|
+$696K
|
+35,449
|
+22%
|
|
|
7
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.73M
|
+$248K
|
+12,630
|
+10%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.2M
|
+$26.9K
|
+1,372
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
-$2.19M
|
-111,606
|
-53%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.78M
|
-$137K
|
-7,000
|
-7%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$1.55M
|
-$121K
|
-6,181
|
-8%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$917K
|
-$17.5K
|
-889
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$816K
|
+$172K
|
+8,752
|
+28%
|
|
|
14
|
|
$694K
|
+$667K
|
+33,957
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$607K
|
-$96.8K
|
-4,929
|
-14%
|
|
|
16
|
Weaver Consulting Group
Huntington Beach,
California
|
$607K
|
-$33.1K
|
-1,686
|
-5%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$577K
|
+$554K
|
+28,229
|
New
|
|
|
18
|
Private Advisory Group
Redmond,
Washington
|
$318K
|
+$45.8K
|
+2,335
|
+18%
|
|
|
19
|
Genesee Capital Advisors
Auburn,
New York
|
$301K
|
+$290K
|
+14,760
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$293K
|
-$265K
|
-13,512
|
-49%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$291K
|
+$280K
|
+14,261
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$227K
|
+$8.27K
|
+421
|
+4%
|
|
|
23
|
|
$212K
|
+$204K
|
+10,374
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$109K
|
-$3.4K
|
-173
|
-3%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$97K
|
-$43.2K
|
-2,200
|
-31%
|
|
