|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59.1M
|
+$60.9M
|
+650,957
|
New
|
|
|
2
|
|
$22.1M
|
+$16.4M
|
+175,380
|
+259%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.5M
|
+$4.48M
|
+47,894
|
+70%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$9.67M
|
+$1.73M
|
+18,499
|
+21%
|
|
|
5
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$9.47M
|
+$1.76M
|
+18,807
|
+22%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.86M
|
-$1.42M
|
-15,209
|
-13%
|
|
|
7
|
Sepio Capital
Salt Lake City,
Utah
|
$6.17M
|
+$6.35M
|
+67,949
|
New
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$4.08M
|
+$4.21M
|
+45,000
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
-$271K
|
-2,900
|
-6%
|
|
|
10
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.78M
|
+$851K
|
+9,104
|
+28%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.65M
|
+$57K
|
+610
|
+2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.56M
|
-$4.68M
|
-50,085
|
-56%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.45M
|
+$3.56M
|
+38,066
|
New
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$2.87M
|
-$10.2M
|
-108,547
|
-77%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.79M
|
+$253K
|
+2,709
|
+10%
|
|
|
16
|
Financial Management Network
Mission Viejo,
California
|
$2.57M
|
+$110K
|
+1,174
|
+4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.5M
|
-$137K
|
-1,467
|
-5%
|
|
|
18
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2.24M
|
+$318K
|
+3,400
|
+16%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.08M
|
-$445K
|
-4,755
|
-17%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1.95M
|
+$1.1M
|
+11,805
|
+123%
|
|
|
21
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.73M
|
-$90.5K
|
-968
|
-5%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.67M
|
+$565K
|
+6,038
|
+49%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$1.62M
|
+$131K
|
+1,400
|
+9%
|
|
|
24
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.61M
|
+$1.66M
|
+17,746
|
New
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
$1.51M
|
+$51.9K
|
+555
|
+3%
|
|
