|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.6M
|
+$5.87M
|
+131,717
|
+27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
-$4.35M
|
-97,677
|
-19%
|
|
|
3
|
Meridian Management
Little Rock,
Arkansas
|
$12.7M
|
+$1.6M
|
+35,876
|
+14%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
+$1.32M
|
+29,713
|
+13%
|
|
|
5
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$8.24M
|
-$1.81M
|
-40,563
|
-18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.09M
|
-$3.01M
|
-67,461
|
-27%
|
|
|
7
|
WealthTrust Fairport
Cleveland,
Ohio
|
$7.3M
|
+$1M
|
+22,540
|
+15%
|
|
|
8
|
Lucia Wealth Services
San Diego,
California
|
$6.92M
|
+$7.14M
|
+160,112
|
New
|
|
|
9
|
|
$6.56M
|
+$6.44M
|
+144,485
|
+1,988%
|
|
|
10
|
RPTC Inc
Jackson,
Wyoming
|
$5.5M
|
+$401K
|
+9,001
|
+8%
|
|
|
11
|
|
$5.04M
|
-$1.45M
|
-32,425
|
-22%
|
|
|
12
|
Opes Advisors
Cupertino,
California
|
$4.66M
|
+$837K
|
+18,777
|
+21%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.92M
|
-$190K
|
-4,254
|
-4%
|
|
|
14
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.36M
|
-$816K
|
-18,305
|
-19%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.07M
|
-$1.41M
|
-31,709
|
-31%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.83M
|
-$12.4M
|
-278,207
|
-87%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.79M
|
-$908K
|
-20,374
|
-33%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.71M
|
+$4.15K
|
+93
|
+0.2%
|
|
|
19
|
|
$1.57M
|
-$1.6M
|
-35,877
|
-50%
|
|
|
20
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.43M
|
+$1.48M
|
+33,123
|
New
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.23M
|
-$1.7M
|
-38,203
|
-57%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$1.05M
|
+$34K
|
+763
|
+3%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$847K
|
+$874K
|
+19,594
|
New
|
|
|
24
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$651K
|
–
|
–
|
–
|
|
|
25
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$638K
|
+$658K
|
+14,759
|
New
|
|
