|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.6M
|
-$354K
|
-4,502
|
-1%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$9.99M
|
-$145K
|
-1,841
|
-1%
|
|
|
3
|
|
$7.36M
|
+$818K
|
+10,390
|
+12%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.33M
|
+$4.37M
|
+55,447
|
+129%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$5.64M
|
+$672K
|
+8,542
|
+13%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.43M
|
+$2.52M
|
+31,999
|
+78%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.52M
|
-$82.6K
|
-1,049
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
-$421K
|
-5,344
|
-8%
|
|
|
9
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.88M
|
+$9.61K
|
+122
|
+0.2%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.56M
|
+$553K
|
+7,023
|
+17%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.07M
|
+$176K
|
+2,238
|
+6%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.94M
|
-$403K
|
-5,119
|
-11%
|
|
|
13
|
|
$2.69M
|
+$289K
|
+3,670
|
+11%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$2.48M
|
+$2.04M
|
+25,953
|
+354%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$168K
|
+2,129
|
+8%
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$2.08M
|
-$197K
|
-2,500
|
-8%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$1.65M
|
+$78.6K
|
+999
|
+5%
|
|
|
18
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.52M
|
+$28.7K
|
+365
|
+2%
|
|
|
20
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.42M
|
+$154K
|
+1,960
|
+11%
|
|
|
21
|
Regatta Capital Group
El Segundo,
California
|
$1.24M
|
-$67.5K
|
-857
|
-5%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
23
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.11M
|
+$14.4K
|
+183
|
+1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
-$282K
|
-3,577
|
-19%
|
|
|
25
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.06M
|
+$34K
|
+432
|
+3%
|
|
