|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.8M
|
-$300K
|
-3,779
|
-0.9%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$10.7M
|
-$110K
|
-1,387
|
-1%
|
|
|
3
|
|
$6.99M
|
-$869K
|
-10,940
|
-11%
|
|
|
4
|
|
$6.12M
|
-$11.4K
|
-144
|
-0.2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$5.31M
|
+$1.79M
|
+22,517
|
+50%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.07M
|
+$13.3K
|
+168
|
+0.3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.88M
|
-$1.4M
|
-17,641
|
-22%
|
|
|
8
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$4.5M
|
+$3.03M
|
+38,214
|
+204%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.11M
|
+$135K
|
+1,706
|
+3%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.52M
|
-$379K
|
-4,770
|
-10%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.39M
|
+$331K
|
+4,173
|
+11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.23M
|
-$237K
|
-2,989
|
-7%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.22M
|
+$254K
|
+3,202
|
+9%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.08M
|
+$80.3K
|
+1,011
|
+3%
|
|
|
15
|
|
$2.56M
|
+$170K
|
+2,145
|
+7%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$2.39M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.17M
|
-$332K
|
-4,182
|
-13%
|
|
|
18
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.68M
|
–
|
–
|
–
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$1.68M
|
+$955K
|
+12,023
|
+131%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.58M
|
-$96.2K
|
-1,212
|
-6%
|
|
|
21
|
Richard Bernstein Advisors
New York
|
$1.46M
|
-$40.3K
|
-507
|
-3%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$31.4K
|
+396
|
+2%
|
|
|
23
|
Regatta Capital Group
El Segundo,
California
|
$1.39M
|
+$201K
|
+2,537
|
+17%
|
|
|
24
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.35M
|
–
|
–
|
–
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.3M
|
-$3.97K
|
-50
|
-0.3%
|
|
