|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.4M
|
-$1.47M
|
-18,616
|
-3%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$9.99M
|
-$335K
|
-4,223
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.77M
|
+$1.02M
|
+12,917
|
+19%
|
|
|
4
|
|
$4.86M
|
+$2.82M
|
+35,601
|
+108%
|
|
|
5
|
|
$4.5M
|
+$3.68M
|
+46,476
|
+274%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.97M
|
+$531K
|
+6,698
|
+14%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.51M
|
-$4.75K
|
-60
|
-0.1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$3.22M
|
+$3.27M
|
+41,271
|
+982%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$2.96M
|
-$79.2K
|
-1,000
|
-2%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.57M
|
+$731K
|
+9,229
|
+34%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
+$118K
|
+1,488
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
-$423K
|
-5,338
|
-14%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.05M
|
+$171K
|
+2,161
|
+8%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.95M
|
+$477K
|
+6,024
|
+28%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.89M
|
-$871K
|
-10,992
|
-29%
|
|
|
16
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.54M
|
–
|
–
|
–
|
|
|
17
|
Regatta Capital Group
El Segundo,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
18
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.21M
|
+$1.35M
|
+17,059
|
New
|
|
|
19
|
Richard Bernstein Advisors
New York
|
$1.2M
|
+$35.8K
|
+452
|
+3%
|
|
|
20
|
|
$1.2M
|
+$835K
|
+10,533
|
+166%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.19M
|
-$271K
|
-3,418
|
-17%
|
|
|
22
|
First Pacific Financial
Vancouver,
Washington
|
$1.1M
|
+$1.23M
|
+15,521
|
New
|
|
|
23
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.06M
|
+$7.84K
|
+99
|
+0.7%
|
|
|
24
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.04M
|
-$55.6K
|
-702
|
-5%
|
|
|
25
|
Financial Management Network
Mission Viejo,
California
|
$1.03M
|
+$40.9K
|
+516
|
+4%
|
|
