|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.8M
|
+$13M
|
+230,942
|
+133%
|
|
|
2
|
United Services Automobile Association
San Antonio,
Texas
|
$16.9M
|
–
|
–
|
–
|
|
|
3
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$13.9M
|
+$4.79M
|
+85,424
|
+53%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.66M
|
+$2.1M
|
+37,398
|
+46%
|
|
|
5
|
|
$5.71M
|
+$91.2K
|
+1,627
|
+2%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.41M
|
-$1.14M
|
-20,348
|
-18%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.29M
|
-$142K
|
-2,524
|
-6%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.85M
|
–
|
–
|
–
|
|
|
9
|
Norway Savings Bank
Portland,
Maine
|
$1.35M
|
+$64.1K
|
+1,143
|
+5%
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$1.14M
|
+$178K
|
+3,176
|
+19%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.09M
|
+$1.09M
|
+19,400
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$858K
|
+$34.3K
|
+612
|
+4%
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$704K
|
+$83.7K
|
+1,493
|
+14%
|
|
|
14
|
Elmwood Wealth Management
Berkeley,
California
|
$690K
|
+$6.17K
|
+110
|
+0.9%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$441K
|
+$62.4K
|
+1,113
|
+17%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$408K
|
+$39.8K
|
+709
|
+11%
|
|
|
17
|
Regal Wealth Group
Seal Beach,
California
|
$395K
|
–
|
–
|
–
|
|
|
18
|
|
$389K
|
+$387K
|
+6,892
|
New
|
|
|
19
|
Ruggie Capital Group
Tavares,
Florida
|
$327K
|
+$325K
|
+5,791
|
New
|
|
|
20
|
CIBC Bank USA
Chicago,
Illinois
|
$256K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$231K
|
-$152K
|
-2,717
|
-40%
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$174K
|
+$75.1K
|
+1,340
|
+77%
|
|
|
23
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$121K
|
–
|
–
|
–
|
|
|
24
|
|
$113K
|
+$112K
|
+2,000
|
New
|
|
|
25
|
SeaCrest Wealth Management
Purchase,
New York
|
$90K
|
–
|
–
|
–
|
|
