|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.8M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.8M
|
+$25.8M
|
+1,317,760
|
+136%
|
|
|
3
|
|
$31.1M
|
+$10.5M
|
+537,404
|
+53%
|
|
|
4
|
|
$11.7M
|
+$11.1M
|
+565,336
|
+3,337%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$984K
|
+50,219
|
+11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.55M
|
+$5.94M
|
+303,270
|
+174%
|
|
|
7
|
Rockland Trust
Hanover,
Massachusetts
|
$6.39M
|
+$6.25M
|
+319,250
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.08M
|
+$5.01M
|
+255,649
|
+528%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.7M
|
+$1.35M
|
+68,735
|
+32%
|
|
|
10
|
WP Advisors
San Francisco,
California
|
$5.59M
|
+$5.47M
|
+279,353
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.4M
|
+$1.64M
|
+83,466
|
+61%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.13M
|
+$2.49M
|
+127,285
|
+161%
|
|
|
13
|
Ironwood Financial
Tucson,
Arizona
|
$3.51M
|
+$3.43M
|
+175,082
|
+71,462%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.31M
|
-$142K
|
-7,248
|
-4%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$3.27M
|
+$684K
|
+34,927
|
+27%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.78M
|
+$865K
|
+44,165
|
+47%
|
|
|
17
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.97M
|
+$772K
|
+39,404
|
+67%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.88M
|
+$15.2K
|
+776
|
+0.8%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.73M
|
+$137K
|
+7,002
|
+9%
|
|
|
20
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.7M
|
+$1.09M
|
+55,624
|
+191%
|
|
|
21
|
|
$1.32M
|
+$1.29M
|
+66,064
|
New
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.29M
|
+$558K
|
+28,487
|
+79%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
+$603K
|
+30,797
|
+115%
|
|
|
24
|
Glenview Trust
Louisville,
Kentucky
|
$1.14M
|
+$841K
|
+42,907
|
+301%
|
|
|
25
|
|
$1.08M
|
+$928K
|
+47,375
|
+737%
|
|
