|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.9M
|
-$5.17M
|
-163,620
|
-14%
|
|
|
3
|
|
$30.4M
|
+$1.3M
|
+41,246
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
+$2.45M
|
+77,560
|
+19%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
+$4.44M
|
+140,674
|
+65%
|
|
|
6
|
Oakworth Capital
Birmingham,
Alabama
|
$7.39M
|
+$7.31M
|
+231,375
|
+100,162%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.7M
|
+$472K
|
+14,941
|
+8%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.58M
|
-$2.9M
|
-91,915
|
-35%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$5.15M
|
+$867K
|
+27,437
|
+21%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.05M
|
+$78.6K
|
+2,489
|
+2%
|
|
|
11
|
Curi RMB Capital
Chicago,
Illinois
|
$4.36M
|
+$4.29M
|
+135,707
|
New
|
|
|
12
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$4.29M
|
+$4.21M
|
+133,404
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.35M
|
-$304K
|
-9,610
|
-8%
|
|
|
14
|
Ackerman Capital Advisors
Dallas,
Texas
|
$3.01M
|
-$91.2K
|
-2,887
|
-3%
|
|
|
15
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$2.9M
|
+$373K
|
+11,818
|
+15%
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.65M
|
-$1.65M
|
-52,386
|
-39%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$2.55M
|
-$160K
|
-5,071
|
-6%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$2.12M
|
-$282K
|
-8,925
|
-12%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.09M
|
+$42.1K
|
+1,334
|
+2%
|
|
|
20
|
Chapwood Capital Investment Management
Plano,
Texas
|
$1.9M
|
+$1.87M
|
+59,157
|
New
|
|
|
21
|
|
$1.79M
|
-$2.56M
|
-80,962
|
-59%
|
|
|
22
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.77M
|
-$14.2K
|
-449
|
-0.8%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$1.77M
|
–
|
–
|
–
|
|
|
24
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$1.67M
|
+$1.64M
|
+52,000
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.65M
|
-$254K
|
-8,034
|
-14%
|
|
