|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$1.81M
|
+21,091
|
+18%
|
|
|
3
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.44M
|
-$741K
|
-8,632
|
-10%
|
|
|
4
|
|
$6.33M
|
+$4.37M
|
+50,861
|
+301%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$6.1M
|
+$1.12M
|
+13,079
|
+25%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.1M
|
+$171K
|
+1,997
|
+5%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.96M
|
+$3.36M
|
+39,123
|
+1,181%
|
|
|
8
|
FundX Investment Group
San Francisco,
California
|
$3.56M
|
+$85.8K
|
+1,000
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
+$693K
|
+8,069
|
+43%
|
|
|
10
|
Abacus Wealth Partners
Santa Monica,
California
|
$2.47M
|
+$2.27M
|
+26,474
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.4M
|
+$2.21M
|
+25,713
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$437K
|
+5,088
|
+34%
|
|
|
13
|
Financial Management Network
Mission Viejo,
California
|
$1.85M
|
+$1.6M
|
+18,625
|
New
|
|
|
14
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.84M
|
+$334K
|
+3,889
|
+25%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
+$372K
|
+4,335
|
+30%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.49M
|
-$268K
|
-3,125
|
-16%
|
|
|
17
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.43M
|
+$218K
|
+2,545
|
+20%
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.3M
|
-$114K
|
-1,327
|
-9%
|
|
|
19
|
Vontobel Holding
Zurich,
Switzerland
|
$1.24M
|
+$1.14M
|
+13,315
|
New
|
|
|
20
|
Annapolis Financial Services
Annapolis,
Maryland
|
$971K
|
+$893K
|
+10,400
|
New
|
|
|
21
|
North American Management
Boston,
Massachusetts
|
$931K
|
-$40.3K
|
-469
|
-4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$912K
|
+$331K
|
+3,852
|
+65%
|
|
|
23
|
SNS Financial Group
Minneapolis,
Minnesota
|
$746K
|
+$686K
|
+7,990
|
New
|
|
|
24
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$722K
|
-$25K
|
-291
|
-4%
|
|
|
25
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$710K
|
+$332K
|
+3,868
|
+103%
|
|
