|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.8M
|
+$96.8M
|
+2,766,789
|
+22,293%
|
|
|
2
|
|
$41.2M
|
-$11.2M
|
-320,300
|
-22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
-$7.83M
|
-223,830
|
-17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
-$2.4M
|
-68,600
|
-12%
|
|
|
5
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.3M
|
+$3.41M
|
+97,500
|
+33%
|
|
|
6
|
|
$13.7M
|
+$9.56M
|
+273,274
|
+255%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.23M
|
-$2.41M
|
-68,792
|
-21%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.21M
|
+$164K
|
+4,698
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.82M
|
-$4.17M
|
-119,187
|
-39%
|
|
|
10
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$6.67M
|
+$129K
|
+3,681
|
+2%
|
|
|
11
|
|
$6.34M
|
+$4.2M
|
+119,974
|
+214%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.88M
|
-$174K
|
-4,982
|
-3%
|
|
|
13
|
|
$4.2M
|
+$706K
|
+20,164
|
+21%
|
|
|
14
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$3.77M
|
-$1.56M
|
-44,530
|
-30%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$3.75M
|
+$193K
|
+5,526
|
+6%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$3.56M
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.39M
|
+$993K
|
+28,378
|
+43%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.07M
|
-$685K
|
-19,575
|
-19%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.99M
|
+$497K
|
+14,210
|
+21%
|
|
|
20
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$2.91M
|
-$118K
|
-3,383
|
-4%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$2.69M
|
+$2.6M
|
+74,409
|
+21,260%
|
|
|
22
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.56M
|
-$14.9K
|
-426
|
-0.6%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$2.47M
|
–
|
–
|
–
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.35M
|
-$426K
|
-12,174
|
-16%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.14M
|
+$348K
|
+9,932
|
+20%
|
|
