|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.7M
|
-$4.4M
|
-56,458
|
-19%
|
|
|
2
|
Mission Wealth Management
Santa Barbara,
California
|
$7.72M
|
-$793K
|
-10,173
|
-9%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.37M
|
+$96.1K
|
+1,233
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.31M
|
-$459K
|
-5,889
|
-9%
|
|
|
5
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.7M
|
+$169K
|
+2,164
|
+4%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$3.49M
|
+$1.8M
|
+23,053
|
+90%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.81M
|
+$23.5K
|
+301
|
+0.8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.71M
|
-$130K
|
-1,662
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.32M
|
+$845K
|
+10,836
|
+50%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.2M
|
+$1.95M
|
+25,067
|
+437%
|
|
|
11
|
|
$2.14M
|
+$1.79M
|
+22,993
|
+335%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.62M
|
-$949K
|
-12,176
|
-35%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1.62M
|
+$316K
|
+4,052
|
+22%
|
|
|
14
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.55M
|
+$3.74K
|
+48
|
+0.2%
|
|
|
15
|
|
$1.52M
|
+$589K
|
+7,556
|
+55%
|
|
|
16
|
Money Design
Tokyo,
Japan
|
$961K
|
+$18.4K
|
+236
|
+2%
|
|
|
17
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$955K
|
+$8.66K
|
+111
|
+0.8%
|
|
|
18
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$917K
|
+$8.19K
|
+105
|
+0.8%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$896K
|
+$37.3K
|
+478
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$746K
|
-$141K
|
-1,802
|
-15%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$744K
|
+$17.3K
|
+222
|
+2%
|
|
|
22
|
Regatta Capital Group
El Segundo,
California
|
$739K
|
-$45.4K
|
-582
|
-5%
|
|
|
23
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$726K
|
–
|
–
|
–
|
|
|
24
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$720K
|
+$43.1K
|
+553
|
+6%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$697K
|
+$468
|
+6
|
+0.1%
|
|
