|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
–
|
–
|
–
|
|
|
2
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.42M
|
+$2.31M
|
+40,013
|
+112%
|
|
|
3
|
|
$2.12M
|
-$68.7K
|
-1,190
|
-3%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.57M
|
+$103K
|
+1,793
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.33M
|
-$77.6K
|
-1,344
|
-6%
|
|
|
6
|
Mission Wealth Management
Santa Barbara,
California
|
$1.17M
|
+$280K
|
+4,855
|
+32%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
-$250K
|
-4,337
|
-20%
|
|
|
8
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$937K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$580K
|
-$46.2K
|
-800
|
-7%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$551K
|
+$74.6K
|
+1,293
|
+16%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$474K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$444K
|
+$138K
|
+2,394
|
+46%
|
|
|
13
|
Adalta Capital Management
New York
|
$390K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$322K
|
-$4.73K
|
-82
|
-1%
|
|
|
15
|
North American Management
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$302K
|
+$33.2K
|
+575
|
+12%
|
|
|
17
|
WhitTier Trust Company
Reno,
Nevada
|
$292K
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$145K
|
+$46.9K
|
+813
|
+49%
|
|
|
19
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$100K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$90K
|
-$1.96K
|
-34
|
-2%
|
|
|
21
|
Pacific Center for Financial Services
San Ramon,
California
|
$45K
|
-$8.37K
|
-145
|
-16%
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$35K
|
–
|
–
|
–
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$32K
|
+$31.6K
|
+548
|
New
|
|
|
24
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$29K
|
+$28.9K
|
+500
|
New
|
|
|
25
|
HM Payson & Co
Portland,
Maine
|
$24K
|
+$23.7K
|
+410
|
New
|
|
