|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
+$33.3M
|
+583,857
|
+1,670%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.49M
|
+$71.7K
|
+1,258
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
-$38.3K
|
-672
|
-4%
|
|
|
4
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$947K
|
–
|
–
|
–
|
|
|
5
|
|
$678K
|
+$655K
|
+11,490
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$610K
|
-$1.1M
|
-19,356
|
-65%
|
|
|
7
|
Mission Wealth Management
Santa Barbara,
California
|
$604K
|
+$264K
|
+4,622
|
+82%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$548K
|
-$37.7K
|
-661
|
-7%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$479K
|
+$463K
|
+8,119
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$369K
|
+$358K
|
+6,272
|
New
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$343K
|
+$131K
|
+2,305
|
+66%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$324K
|
+$30.7K
|
+539
|
+11%
|
|
|
13
|
North American Management
Boston,
Massachusetts
|
$315K
|
-$18.3K
|
-320
|
-6%
|
|
|
14
|
WhitTier Trust Company
Reno,
Nevada
|
$295K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$285K
|
-$9.98K
|
-175
|
-3%
|
|
|
16
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$280K
|
+$270K
|
+4,739
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$217K
|
-$3.42K
|
-60
|
-2%
|
|
|
18
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$146K
|
–
|
–
|
–
|
|
|
19
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$137K
|
+$11.4K
|
+200
|
+9%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$117K
|
+$5.08K
|
+89
|
+5%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$98K
|
+$14.3K
|
+250
|
+18%
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$90.8K
|
+$12.5K
|
+220
|
+17%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$65K
|
+$28.5K
|
+500
|
+83%
|
|
|
24
|
Pacific Center for Financial Services
San Ramon,
California
|
$54K
|
–
|
–
|
–
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$24K
|
+$22.8K
|
+400
|
New
|
|
