|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.8M
|
-$3.78M
|
-48,616
|
-13%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$9.21M
|
-$1.19M
|
-15,250
|
-11%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.87M
|
+$76.1K
|
+977
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.3M
|
+$281K
|
+3,614
|
+5%
|
|
|
5
|
|
$4.64M
|
-$7.75M
|
-99,485
|
-62%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.76M
|
-$436K
|
-5,600
|
-10%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.38M
|
+$496K
|
+6,374
|
+16%
|
|
|
8
|
|
$3.26M
|
-$58.8K
|
-755
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.95M
|
+$47.7K
|
+613
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.94M
|
-$129K
|
-1,652
|
-4%
|
|
|
11
|
Axiom Advisory
San Diego,
California
|
$1.96M
|
+$1.96M
|
+25,200
|
New
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$1.69M
|
-$59.1K
|
-759
|
-3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.68M
|
-$366K
|
-4,701
|
-17%
|
|
|
14
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.63M
|
-$1.01K
|
-13
|
-0.1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.57M
|
-$70.5K
|
-905
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.55M
|
-$2.8M
|
-35,979
|
-64%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.45M
|
+$112K
|
+1,445
|
+8%
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.21M
|
-$2.87M
|
-36,840
|
-70%
|
|
|
19
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.21M
|
-$133K
|
-1,708
|
-10%
|
|
|
20
|
Money Design
Tokyo,
Japan
|
$986K
|
+$62.7K
|
+805
|
+7%
|
|
|
21
|
Regatta Capital Group
El Segundo,
California
|
$983K
|
-$103K
|
-1,326
|
-9%
|
|
|
22
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$954K
|
+$990K
|
+12,713
|
New
|
|
|
23
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$926K
|
-$19.5K
|
-250
|
-2%
|
|
|
24
|
|
$812K
|
-$148K
|
-1,899
|
-15%
|
|
|
25
|
Annapolis Financial Services
Annapolis,
Maryland
|
$781K
|
–
|
–
|
–
|
|
