|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.2M
|
-$1.06M
|
-13,301
|
-3%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$10.9M
|
+$36.9K
|
+463
|
+0.3%
|
|
|
3
|
|
$7.87M
|
+$6.36M
|
+79,759
|
+407%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.28M
|
-$794K
|
-9,959
|
-11%
|
|
|
5
|
|
$6.14M
|
-$226K
|
-2,838
|
-4%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$5.66M
|
+$4.15M
|
+52,081
|
+269%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.07M
|
+$47K
|
+589
|
+0.9%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.98M
|
-$119K
|
-1,496
|
-3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.9M
|
+$113K
|
+1,412
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$3.54M
|
-$1.35M
|
-16,869
|
-27%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.47M
|
+$1.08M
|
+13,600
|
+45%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.07M
|
+$800K
|
+10,028
|
+35%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.01M
|
+$32.6K
|
+409
|
+1%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.97M
|
+$73.7K
|
+924
|
+3%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.58M
|
+$2.61M
|
+32,733
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$137K
|
+1,716
|
+6%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$2.42M
|
-$590K
|
-7,400
|
-19%
|
|
|
18
|
|
$2.39M
|
+$390K
|
+4,894
|
+19%
|
|
|
19
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.69M
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.68M
|
+$108K
|
+1,354
|
+7%
|
|
|
21
|
Richard Bernstein Advisors
New York
|
$1.51M
|
-$48.4K
|
-607
|
-3%
|
|
|
22
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$1.48M
|
+$633K
|
+7,939
|
+74%
|
|
|
23
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.45M
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42M
|
+$454K
|
+5,690
|
+46%
|
|
|
25
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.35M
|
–
|
–
|
–
|
|
