|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
–
|
–
|
–
|
|
|
2
|
|
$2.16M
|
+$1.51M
|
+25,984
|
+226%
|
|
|
3
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.06M
|
+$2.07M
|
+35,685
|
New
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.45M
|
-$9.82K
|
-169
|
-0.7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
+$805K
|
+13,848
|
+134%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
+$231K
|
+3,978
|
+22%
|
|
|
7
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$926K
|
–
|
–
|
–
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$876K
|
+$288K
|
+4,952
|
+48%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$620K
|
+$85K
|
+1,463
|
+16%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$470K
|
+$136K
|
+2,343
|
+40%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$468K
|
–
|
–
|
–
|
|
|
12
|
Adalta Capital Management
New York
|
$386K
|
+$389K
|
+6,685
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$323K
|
+$6.28K
|
+108
|
+2%
|
|
|
14
|
North American Management
Boston,
Massachusetts
|
$313K
|
+$5.35K
|
+92
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$301K
|
+$21.9K
|
+377
|
+8%
|
|
|
16
|
WhitTier Trust Company
Reno,
Nevada
|
$288K
|
–
|
–
|
–
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$267K
|
+$54.2K
|
+933
|
+25%
|
|
|
18
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$144K
|
–
|
–
|
–
|
|
|
19
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$140K
|
+$6.1K
|
+105
|
+5%
|
|
|
20
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$99.2K
|
+$10.5K
|
+180
|
+12%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$96K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$91K
|
-$23.9K
|
-411
|
-21%
|
|
|
23
|
Pacific Center for Financial Services
San Ramon,
California
|
$53K
|
+$465
|
+8
|
+0.9%
|
|
|
24
|
Arjuna Capital
Durham,
North Carolina
|
$51K
|
+$48.9K
|
+842
|
+2,276%
|
|
|
25
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$34K
|
+$34.6K
|
+596
|
New
|
|
