|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.9M
|
-$1.36M
|
-18,073
|
-4%
|
|
|
2
|
|
$13.8M
|
+$5.38M
|
+71,266
|
+72%
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$11M
|
+$130K
|
+1,719
|
+1%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.49M
|
-$453K
|
-6,005
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.69M
|
-$211K
|
-2,802
|
-5%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.55M
|
+$3.21M
|
+42,522
|
+313%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.26M
|
+$36.1K
|
+478
|
+0.9%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.15M
|
+$338K
|
+4,479
|
+9%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.11M
|
-$616K
|
-8,168
|
-14%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.57M
|
-$2.18M
|
-28,850
|
-40%
|
|
|
11
|
|
$3.26M
|
+$314K
|
+4,167
|
+12%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.16M
|
-$167K
|
-2,210
|
-5%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$2.86M
|
+$2.66M
|
+35,305
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$2.64M
|
-$54.7K
|
-725
|
-2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.49M
|
+$2.32M
|
+30,681
|
New
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$2.28M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.07M
|
-$302K
|
-4,007
|
-14%
|
|
|
18
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.76M
|
+$1.63M
|
+21,654
|
New
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.63M
|
+$86.2K
|
+1,143
|
+6%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.57M
|
-$75.8K
|
-1,004
|
-5%
|
|
|
21
|
|
$1.51M
|
+$1.41M
|
+18,632
|
New
|
|
|
22
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.41M
|
+$193K
|
+2,561
|
+17%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.34M
|
-$1.72M
|
-22,838
|
-58%
|
|
|
24
|
Regatta Capital Group
El Segundo,
California
|
$1.24M
|
-$106K
|
-1,401
|
-8%
|
|
|
25
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.15M
|
-$4.3K
|
-57
|
-0.4%
|
|
