|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
–
|
–
|
–
|
|
|
2
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$6.56M
|
+$6.21M
|
+100,266
|
New
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$2.08M
|
+$723K
|
+11,677
|
+58%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.7M
|
+$193K
|
+3,117
|
+14%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.63M
|
-$124K
|
-2,001
|
-7%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.19M
|
+$50K
|
+807
|
+5%
|
|
|
7
|
|
$1.18M
|
-$1.13M
|
-18,295
|
-50%
|
|
|
8
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.04M
|
-$7.99K
|
-129
|
-0.8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$699K
|
+$190K
|
+3,073
|
+40%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$664K
|
+$43.6K
|
+703
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$645K
|
-$5.39K
|
-87
|
-0.9%
|
|
|
12
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$459K
|
+$435K
|
+7,017
|
New
|
|
|
13
|
Adalta Capital Management
New York
|
$438K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$367K
|
+$6.38K
|
+103
|
+2%
|
|
|
15
|
North American Management
Boston,
Massachusetts
|
$355K
|
–
|
–
|
–
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$345K
|
+$19.3K
|
+311
|
+6%
|
|
|
17
|
WhitTier Trust Company
Reno,
Nevada
|
$327K
|
–
|
–
|
–
|
|
|
18
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$324K
|
+$307K
|
+4,951
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$209K
|
+$198K
|
+3,198
|
New
|
|
|
20
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$164K
|
+$154K
|
+2,490
|
New
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$156K
|
-$5.45K
|
-88
|
-4%
|
|
|
22
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
$82K
|
+$77.3K
|
+1,247
|
New
|
|
|
24
|
Pacific Center for Financial Services
San Ramon,
California
|
$51K
|
+$248
|
+4
|
+0.5%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$50K
|
+$33.5K
|
+540
|
+234%
|
|
