|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
–
|
–
|
–
|
|
|
2
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.04M
|
+$1.43M
|
+22,136
|
+22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.63M
|
+$2.4M
|
+37,196
|
+143%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$2.33M
|
+$569K
|
+8,806
|
+28%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.41M
|
-$24.2K
|
-375
|
-2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
+$397K
|
+6,142
|
+34%
|
|
|
7
|
FundX Investment Group
San Francisco,
California
|
$1.38M
|
+$1.55M
|
+24,000
|
New
|
|
|
8
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$954K
|
+$43.7K
|
+677
|
+4%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$832K
|
+$279K
|
+4,326
|
+43%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$740K
|
+$195K
|
+3,015
|
+31%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$656K
|
+$375K
|
+5,807
|
+103%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$609K
|
-$4.97K
|
-77
|
-0.7%
|
|
|
13
|
|
$560K
|
-$532K
|
-8,244
|
-46%
|
|
|
14
|
North American Management
Boston,
Massachusetts
|
$426K
|
+$128K
|
+1,975
|
+36%
|
|
|
15
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$401K
|
-$2.39K
|
-37
|
-0.5%
|
|
|
16
|
WhitTier Trust Company
Reno,
Nevada
|
$287K
|
–
|
–
|
–
|
|
|
17
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$277K
|
-$8.52K
|
-132
|
-3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$258K
|
+$9.94M
|
+154,001
|
New
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$222K
|
+$250K
|
+3,867
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
+$20.9K
|
+323
|
+10%
|
|
|
21
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$165K
|
–
|
–
|
–
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$142K
|
+$5.36K
|
+83
|
+3%
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
$72K
|
–
|
–
|
–
|
|
|
24
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$56K
|
+$12.9K
|
+200
|
+26%
|
|
|
25
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$39K
|
-$65
|
-1
|
-0.1%
|
|
