|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.1M
|
-$5.22M
|
-68,476
|
-13%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$10.8M
|
-$312K
|
-4,097
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.05M
|
+$600K
|
+7,883
|
+10%
|
|
|
4
|
|
$6.35M
|
+$1.29M
|
+16,959
|
+27%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5M
|
+$567K
|
+7,447
|
+13%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$4.85M
|
+$1.22M
|
+16,024
|
+35%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.09M
|
+$175K
|
+2,300
|
+5%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.78M
|
+$3.33M
|
+43,763
|
+1,062%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$3M
|
-$289K
|
-3,800
|
-9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.97M
|
+$306K
|
+4,015
|
+12%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.89M
|
+$31.1K
|
+408
|
+1%
|
|
|
12
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.42M
|
+$2.33M
|
+30,638
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.39M
|
-$121K
|
-1,593
|
-5%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.36M
|
+$75.9K
|
+997
|
+4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.36M
|
+$68.6K
|
+900
|
+3%
|
|
|
16
|
|
$2M
|
+$645K
|
+8,462
|
+50%
|
|
|
17
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.68M
|
-$37.6K
|
-494
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.57M
|
-$521K
|
-6,843
|
-26%
|
|
|
19
|
Richard Bernstein Advisors
New York
|
$1.55M
|
+$205K
|
+2,691
|
+16%
|
|
|
20
|
|
$1.55M
|
-$3.73M
|
-48,975
|
-71%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$1.47M
|
+19,345
|
New
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.45M
|
+$1.4M
|
+18,367
|
New
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.35M
|
–
|
–
|
–
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.24M
|
+$935K
|
+12,279
|
+356%
|
|
|
25
|
First Pacific Financial
Vancouver,
Washington
|
$1.19M
|
-$33.7K
|
-443
|
-3%
|
|
