|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42.5M
|
-$7.5M
|
-91,068
|
-15%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$11.6M
|
+$2.08M
|
+25,276
|
+21%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.47M
|
+$351K
|
+4,263
|
+7%
|
|
|
4
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.96M
|
-$32.6K
|
-396
|
-0.8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.94M
|
-$5.69M
|
-69,009
|
-58%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$3.42M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
-$405K
|
-4,912
|
-12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.97M
|
-$4.2M
|
-50,951
|
-58%
|
|
|
9
|
|
$2.63M
|
-$3.65M
|
-44,265
|
-57%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$179K
|
+2,169
|
+7%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.15M
|
+$139K
|
+1,691
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.14M
|
-$127K
|
-1,539
|
-5%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.75M
|
+$771K
|
+9,357
|
+76%
|
|
|
14
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.74M
|
-$234K
|
-2,839
|
-12%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$1.62M
|
+$16.8K
|
+204
|
+1%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.36M
|
-$259K
|
-3,140
|
-16%
|
|
|
17
|
|
$1.36M
|
+$527K
|
+6,396
|
+60%
|
|
|
18
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.34M
|
+$1.39M
|
+16,813
|
New
|
|
|
19
|
Richard Bernstein Advisors
New York
|
$1.32M
|
+$1.36M
|
+16,488
|
New
|
|
|
20
|
Regatta Capital Group
El Segundo,
California
|
$1.3M
|
+$225K
|
+2,727
|
+20%
|
|
|
21
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.23M
|
+$59.7K
|
+724
|
+5%
|
|
|
22
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.19M
|
+$6.1K
|
+74
|
+0.5%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
-$165
|
-2
|
-0%
|
|
|
24
|
Financial Management Network
Mission Viejo,
California
|
$1.08M
|
-$186K
|
-2,253
|
-14%
|
|
|
25
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$906K
|
-$161K
|
-1,958
|
-15%
|
|
