|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.5M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
-$3.64M
|
-37,418
|
-22%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.7M
|
+$299K
|
+3,073
|
+4%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$8.04M
|
+$645K
|
+6,627
|
+9%
|
|
|
5
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$8M
|
+$199K
|
+2,044
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.72M
|
+$4.24M
|
+43,566
|
+181%
|
|
|
7
|
|
$4.87M
|
+$4.25M
|
+43,633
|
+816%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.17M
|
-$682K
|
-6,999
|
-14%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.91M
|
-$1.96M
|
-20,134
|
-41%
|
|
|
10
|
|
$2.8M
|
–
|
–
|
–
|
|
|
11
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.69M
|
+$720K
|
+7,393
|
+38%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.63M
|
+$487K
|
+4,996
|
+23%
|
|
|
13
|
Financial Management Network
Mission Viejo,
California
|
$2.57M
|
+$160K
|
+1,643
|
+7%
|
|
|
14
|
FundX Investment Group
San Francisco,
California
|
$2.24M
|
-$2.27M
|
-23,268
|
-60%
|
|
|
15
|
|
$2.21M
|
+$852K
|
+8,749
|
+65%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.19M
|
+$2.15M
|
+22,070
|
New
|
|
|
17
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2M
|
–
|
–
|
–
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.81M
|
+$28.9K
|
+297
|
+2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.55M
|
+$163K
|
+1,675
|
+12%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.48M
|
-$30.5K
|
-313
|
-2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.47M
|
+$352K
|
+3,611
|
+32%
|
|
|
22
|
Vontobel Holding
Zurich,
Switzerland
|
$1.32M
|
–
|
–
|
–
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.2M
|
+$1.18M
|
+12,078
|
New
|
|
|
24
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.03M
|
–
|
–
|
–
|
|
|
25
|
Ausdal Financial Partners
Davenport,
Iowa
|
$982K
|
+$86.7K
|
+890
|
+10%
|
|
