|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17M
|
+$21.1K
|
+287
|
+0.1%
|
|
|
2
|
Flow Traders U.S.
New York
|
$5.77M
|
+$5.58M
|
+76,069
|
+2,058%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.6M
|
-$771K
|
-10,510
|
-17%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.4M
|
-$458K
|
-6,233
|
-16%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$2.29M
|
-$1.26M
|
-17,120
|
-35%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.28M
|
-$1.48M
|
-20,184
|
-39%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.08M
|
-$270K
|
-3,676
|
-11%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.93M
|
-$5.6M
|
-76,335
|
-74%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$1.71M
|
+$79.4K
|
+1,082
|
+5%
|
|
|
10
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.57M
|
-$1.47K
|
-20
|
-0.1%
|
|
|
11
|
|
$1.34M
|
-$835K
|
-11,375
|
-38%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$1.01M
|
-$6.89M
|
-93,904
|
-87%
|
|
|
13
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$976K
|
+$10.3K
|
+141
|
+1%
|
|
|
14
|
Money Design
Tokyo,
Japan
|
$975K
|
+$8K
|
+109
|
+0.8%
|
|
|
15
|
|
$955K
|
-$589K
|
-8,025
|
-38%
|
|
|
16
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$928K
|
–
|
–
|
–
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$830K
|
-$1.42M
|
-19,338
|
-63%
|
|
|
18
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$759K
|
+$31.6K
|
+431
|
+4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$725K
|
-$30K
|
-409
|
-4%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$666K
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$659K
|
+$668K
|
+9,103
|
New
|
|
|
22
|
Tolleson Wealth Management
Dallas,
Texas
|
$650K
|
–
|
–
|
–
|
|
|
23
|
Weil Company
San Diego,
California
|
$644K
|
+$434K
|
+5,916
|
+198%
|
|
|
24
|
|
$631K
|
+$85.6K
|
+1,166
|
+15%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$617K
|
-$137K
|
-1,872
|
-18%
|
|
