|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.4M
|
+$4.45M
|
+128,099
|
+12%
|
|
|
3
|
|
$33.2M
|
-$6.17M
|
-177,868
|
-16%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
-$1.48M
|
-42,679
|
-8%
|
|
|
5
|
Estate Counselors
Thiensville,
Wisconsin
|
$8.76M
|
-$4.96M
|
-143,000
|
-36%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.14M
|
+$1.64M
|
+47,168
|
+25%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.64M
|
-$2.19M
|
-63,167
|
-25%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.05M
|
+$438K
|
+12,629
|
+8%
|
|
|
9
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.56M
|
-$812K
|
-23,394
|
-13%
|
|
|
10
|
|
$5.5M
|
-$494K
|
-14,219
|
-8%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$5M
|
+$1.43M
|
+41,176
|
+40%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.08M
|
-$2.83M
|
-81,593
|
-41%
|
|
|
13
|
|
$3.94M
|
-$67K
|
-1,929
|
-2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.75M
|
+$518K
|
+14,914
|
+16%
|
|
|
15
|
|
$3.53M
|
+$2.64M
|
+76,099
|
+287%
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$3.32M
|
-$80K
|
-2,305
|
-2%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.26M
|
+$330K
|
+9,494
|
+11%
|
|
|
18
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.23M
|
+$3.26M
|
+93,891
|
New
|
|
|
19
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$2.78M
|
-$694
|
-20
|
-0%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$2.58M
|
+$5.94K
|
+171
|
+0.2%
|
|
|
21
|
|
$2.44M
|
-$10.7M
|
-309,507
|
-81%
|
|
|
22
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.4M
|
-$1.21M
|
-34,820
|
-33%
|
|
|
23
|
|
$2.37M
|
+$2.39M
|
+68,792
|
New
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$2.29M
|
–
|
–
|
–
|
|
|
25
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.26M
|
-$185K
|
-5,330
|
-8%
|
|
