|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.8M
|
–
|
–
|
–
|
|
|
2
|
|
$15.6M
|
+$1.72M
|
+68,189
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
-$1.37M
|
-54,368
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.27M
|
-$235K
|
-9,323
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.31M
|
+$184K
|
+7,315
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.67M
|
-$4.63M
|
-183,782
|
-51%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.65M
|
+$389K
|
+15,443
|
+10%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09M
|
-$943K
|
-37,395
|
-22%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
-$810K
|
-32,134
|
-20%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.45M
|
-$241K
|
-9,575
|
-9%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$1.43M
|
+$356K
|
+14,109
|
+18%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.43M
|
+$2.35M
|
+93,361
|
New
|
|
|
13
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.37M
|
+$867K
|
+34,383
|
+62%
|
|
|
14
|
Bank of New York Mellon
New York
|
$1.29M
|
+$1.71M
|
+68,011
|
+420%
|
|
|
15
|
Dowling & Yahnke
San Diego,
California
|
$1.21M
|
+$1.95M
|
+77,270
|
+4,222%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.21M
|
+$349K
|
+13,828
|
+21%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
+$2M
|
+79,317
|
New
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$904K
|
-$589K
|
-23,375
|
-28%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$742K
|
+$337K
|
+13,354
|
+38%
|
|
|
20
|
Next Capital Management
New York
|
$699K
|
+$1.15M
|
+45,653
|
New
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$673K
|
+$1.11M
|
+43,947
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$581K
|
-$230K
|
-9,132
|
-19%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$564K
|
+$615K
|
+24,397
|
+336%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$563K
|
+$225K
|
+8,932
|
+32%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$549K
|
-$389K
|
-15,425
|
-30%
|
|
