|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.9M
|
-$2M
|
-25,825
|
-6%
|
|
|
2
|
|
$12.7M
|
-$684K
|
-8,827
|
-5%
|
|
|
3
|
Mission Wealth Management
Santa Barbara,
California
|
$10.9M
|
+$170K
|
+2,188
|
+2%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.18M
|
+$895K
|
+11,553
|
+13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.27M
|
+$706K
|
+9,110
|
+16%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$4.45M
|
+$1.86M
|
+24,015
|
+74%
|
|
|
7
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.39M
|
+$269K
|
+3,470
|
+7%
|
|
|
8
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.17M
|
+$32.4K
|
+418
|
+0.8%
|
|
|
9
|
|
$3.48M
|
+$308K
|
+3,980
|
+10%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.21M
|
+$134K
|
+1,732
|
+4%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.05M
|
-$1.35M
|
-17,402
|
-31%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.05M
|
-$410K
|
-5,296
|
-12%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.13M
|
-$1.82M
|
-23,546
|
-46%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$1.83M
|
-$930K
|
-12,000
|
-34%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.72M
|
-$286K
|
-3,688
|
-14%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.71M
|
+$400K
|
+5,163
|
+31%
|
|
|
17
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.71M
|
+$1.01K
|
+13
|
+0.1%
|
|
|
18
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.64M
|
+$51.3K
|
+662
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.41M
|
-$110K
|
-1,422
|
-7%
|
|
|
20
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.41M
|
+$34.1K
|
+440
|
+3%
|
|
|
21
|
Regatta Capital Group
El Segundo,
California
|
$1.13M
|
-$68.7K
|
-887
|
-6%
|
|
|
22
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.01M
|
-$107K
|
-1,378
|
-10%
|
|
|
23
|
|
$1M
|
+$42.4K
|
+547
|
+4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$998K
|
+$118K
|
+1,517
|
+14%
|
|
|
25
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$990K
|
+$91.3K
|
+1,178
|
+10%
|
|
