|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.72M
|
+$326K
|
+5,635
|
+24%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.34M
|
+$48.6K
|
+840
|
+4%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$949K
|
+$86.9K
|
+1,501
|
+10%
|
|
|
4
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$944K
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$756K
|
-$430K
|
-7,436
|
-36%
|
|
|
6
|
|
$488K
|
-$2.48M
|
-42,819
|
-84%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$483K
|
-$4.57K
|
-79
|
-0.9%
|
|
|
8
|
North American Management
Boston,
Massachusetts
|
$330K
|
+$327K
|
+5,658
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$251K
|
+$249K
|
+4,302
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$234K
|
-$4.46K
|
-77
|
-2%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$205K
|
-$70.1K
|
-1,212
|
-26%
|
|
|
12
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$182K
|
+$33.5K
|
+579
|
+23%
|
|
|
13
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$145K
|
+$144K
|
+2,490
|
New
|
|
|
14
|
Patten Group
Chattanooga,
Tennessee
|
$108K
|
+$4.05K
|
+70
|
+4%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$102K
|
+$102K
|
+1,756
|
New
|
|
|
16
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$76.9K
|
–
|
–
|
–
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$74K
|
-$3.01K
|
-52
|
-4%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$67K
|
+$16.3K
|
+281
|
+33%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$55K
|
+$54.6K
|
+943
|
New
|
|
|
20
|
Pacific Center for Financial Services
San Ramon,
California
|
$53K
|
-$18.5K
|
-319
|
-26%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$36K
|
+$23.6K
|
+407
|
+187%
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$31.4K
|
–
|
–
|
–
|
|
|
23
|
|
$29K
|
+$17.4K
|
+300
|
+150%
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$13K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
