|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.6M
|
-$3.19M
|
-40,527
|
-12%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$10M
|
-$369K
|
-4,692
|
-4%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.63M
|
-$242K
|
-3,074
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.61M
|
-$346K
|
-4,390
|
-6%
|
|
|
5
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.2M
|
-$49K
|
-622
|
-1%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.35M
|
+$29.7K
|
+377
|
+1%
|
|
|
7
|
|
$3.33M
|
-$328K
|
-4,164
|
-10%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.31M
|
-$23.6K
|
-300
|
-0.8%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.95M
|
-$810K
|
-10,292
|
-23%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$2.18M
|
+$252K
|
+3,198
|
+14%
|
|
|
11
|
Axiom Advisory
San Diego,
California
|
$2.02M
|
+$31.5K
|
+400
|
+2%
|
|
|
12
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.84M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.83M
|
+$45.9K
|
+583
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.57M
|
-$64.9K
|
-824
|
-4%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.16M
|
-$542K
|
-6,888
|
-33%
|
|
|
16
|
|
$1.16M
|
+$224K
|
+2,847
|
+26%
|
|
|
17
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.12M
|
-$230K
|
-2,922
|
-18%
|
|
|
18
|
Money Design
Tokyo,
Japan
|
$1.11M
|
-$1.34K
|
-17
|
-0.1%
|
|
|
19
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.08M
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.04M
|
-$802K
|
-10,190
|
-45%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.02M
|
-$22.8K
|
-290
|
-2%
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
$925K
|
-$172K
|
-2,187
|
-17%
|
|
|
23
|
Annapolis Financial Services
Annapolis,
Maryland
|
$882K
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$862K
|
+$28.7K
|
+365
|
+4%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$825K
|
-$48.2K
|
-612
|
-6%
|
|
