|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$80.8M
|
–
|
–
|
–
|
|
|
2
|
|
$38.4M
|
+$8.1M
|
+440,964
|
+30%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.7M
|
-$4.55M
|
-247,797
|
-20%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
+$5.92M
|
+322,337
|
+73%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
+$6.74M
|
+367,340
|
+138%
|
|
|
6
|
|
$10.2M
|
-$1.64M
|
-89,098
|
-15%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.06M
|
+$1.22M
|
+66,324
|
+20%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$6.64M
|
+$3.35M
|
+182,255
|
+125%
|
|
|
9
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$6.07M
|
+$5.51M
|
+300,000
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.77M
|
+$3.12M
|
+169,804
|
+147%
|
|
|
11
|
WP Advisors
San Francisco,
California
|
$5.66M
|
+$112K
|
+6,102
|
+2%
|
|
|
12
|
Ironwood Financial
Tucson,
Arizona
|
$5.22M
|
+$1.13M
|
+61,301
|
+31%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.4M
|
+$1.06M
|
+57,589
|
+36%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.36M
|
-$549K
|
-29,928
|
-12%
|
|
|
15
|
Calton & Associates
Tampa,
Florida
|
$4M
|
+$3.62M
|
+197,427
|
New
|
|
|
16
|
Rockland Trust
Hanover,
Massachusetts
|
$3.69M
|
-$1.35M
|
-73,593
|
-29%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3M
|
-$238K
|
-12,965
|
-8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.79M
|
-$2.26K
|
-123
|
-0.1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$2.69M
|
+$2.16M
|
+117,923
|
+812%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$2.68M
|
+$288K
|
+15,669
|
+13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.08M
|
+$187K
|
+10,168
|
+11%
|
|
|
22
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.03M
|
-$81.9K
|
-4,462
|
-4%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.92M
|
-$1.85K
|
-101
|
-0.1%
|
|
|
24
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.79M
|
+$96.9K
|
+5,276
|
+6%
|
|
|
25
|
|
$1.72M
|
+$682K
|
+37,171
|
+77%
|
|
