|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53.2M
|
-$2.4M
|
-27,806
|
-4%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$10.2M
|
+$1.15M
|
+13,357
|
+13%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$176K
|
+2,040
|
+2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.52M
|
+$4.96M
|
+57,443
|
+187%
|
|
|
5
|
|
$6.59M
|
-$14.3M
|
-165,728
|
-68%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.48M
|
-$2.88M
|
-33,327
|
-34%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$5.26M
|
+$3.34M
|
+38,718
|
+169%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.26M
|
+$716K
|
+8,287
|
+20%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$3.65M
|
-$190K
|
-2,200
|
-5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.63M
|
-$9.33K
|
-108
|
-0.3%
|
|
|
11
|
Sepio Capital
Salt Lake City,
Utah
|
$3.2M
|
-$2.63M
|
-30,449
|
-45%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64M
|
+$207K
|
+2,398
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.42M
|
-$1.02M
|
-11,860
|
-29%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.16M
|
+$595K
|
+6,884
|
+37%
|
|
|
15
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2.1M
|
–
|
–
|
–
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.72M
|
+$464K
|
+5,377
|
+36%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$1.71M
|
+$193K
|
+2,232
|
+13%
|
|
|
18
|
Financial Management Network
Mission Viejo,
California
|
$1.36M
|
-$1.11M
|
-12,822
|
-45%
|
|
|
19
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.27M
|
-$252K
|
-2,916
|
-16%
|
|
|
20
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.25M
|
+$48.4K
|
+560
|
+4%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$1.17M
|
-$1.55M
|
-17,942
|
-57%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.16M
|
+$251K
|
+2,901
|
+27%
|
|
|
23
|
Regatta Capital Group
El Segundo,
California
|
$1.15M
|
+$307K
|
+3,550
|
+36%
|
|
|
24
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1.1M
|
-$7.9M
|
-91,483
|
-88%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
-$2.18M
|
-25,187
|
-66%
|
|
