|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$3.69M
|
+38,261
|
+28%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.01M
|
+$4.06M
|
+42,059
|
+99%
|
|
|
4
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.76M
|
-$120K
|
-1,244
|
-2%
|
|
|
5
|
Mission Wealth Management
Santa Barbara,
California
|
$7.04M
|
+$856K
|
+8,873
|
+14%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.68M
|
+$526K
|
+5,455
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$4.64M
|
+$2.15M
|
+22,276
|
+84%
|
|
|
8
|
FundX Investment Group
San Francisco,
California
|
$3.69M
|
+$74.1K
|
+768
|
+2%
|
|
|
9
|
|
$2.67M
|
+$2.72M
|
+28,163
|
+281,630%
|
|
|
10
|
Abacus Wealth Partners
Santa Monica,
California
|
$2.51M
|
–
|
–
|
–
|
|
|
11
|
Financial Management Network
Mission Viejo,
California
|
$2.35M
|
+$534K
|
+5,533
|
+30%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.32M
|
-$121K
|
-1,252
|
-5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.29M
|
+$384K
|
+3,979
|
+20%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.04M
|
+$277K
|
+2,873
|
+15%
|
|
|
15
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.91M
|
+$34.1K
|
+353
|
+2%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.86M
|
+$549K
|
+5,687
|
+41%
|
|
|
17
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.7M
|
+$251K
|
+2,600
|
+17%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.45M
|
-$69.9K
|
-724
|
-5%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.32M
|
+$1.34M
|
+13,914
|
New
|
|
|
20
|
|
$1.27M
|
+$1.27M
|
+13,133
|
+4,264%
|
|
|
21
|
Vontobel Holding
Zurich,
Switzerland
|
$1.26M
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.13M
|
+$1.15M
|
+11,905
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$134K
|
+1,385
|
+14%
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$986K
|
–
|
–
|
–
|
|
|
25
|
North American Management
Boston,
Massachusetts
|
$947K
|
+$675
|
+7
|
+0.1%
|
|
