|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.8M
|
–
|
–
|
–
|
|
|
2
|
|
$23.2M
|
-$1.87M
|
-98,759
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
-$20.2M
|
-1,068,186
|
-47%
|
|
|
4
|
|
$9.5M
|
+$242K
|
+12,832
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.09M
|
-$1.53M
|
-80,947
|
-15%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.3M
|
+$528K
|
+27,945
|
+9%
|
|
|
7
|
WP Advisors
San Francisco,
California
|
$4.36M
|
-$111K
|
-5,892
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.25M
|
-$3.99M
|
-211,090
|
-44%
|
|
|
9
|
Rockland Trust
Hanover,
Massachusetts
|
$4.09M
|
-$1.19M
|
-63,190
|
-20%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.92M
|
-$741K
|
-39,256
|
-14%
|
|
|
11
|
Ironwood Financial
Tucson,
Arizona
|
$3.14M
|
+$401K
|
+21,211
|
+12%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.57M
|
-$83.3K
|
-4,413
|
-3%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.55M
|
-$880K
|
-46,570
|
-23%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$2.33M
|
-$325K
|
-17,233
|
-11%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.2M
|
-$16.2K
|
-859
|
-0.6%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$1.86M
|
+$2.1M
|
+111,374
|
+2,139%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.84M
|
-$1.97M
|
-104,299
|
-47%
|
|
|
18
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.67M
|
+$120K
|
+6,374
|
+6%
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.51M
|
+$11.8K
|
+626
|
+0.7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.48M
|
+$116K
|
+6,147
|
+7%
|
|
|
21
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.33M
|
-$28.9K
|
-1,532
|
-2%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$943K
|
+$437K
|
+23,134
|
+64%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$903K
|
+$271K
|
+14,362
|
+34%
|
|
|
24
|
|
$888K
|
+$265K
|
+14,023
|
+34%
|
|
|
25
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$807K
|
+$463K
|
+24,497
|
+94%
|
|
