|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.7M
|
-$32.8K
|
-445
|
-0.2%
|
|
|
2
|
Flow Traders U.S.
New York
|
$5.97M
|
-$73.7K
|
-1,001
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.31M
|
+$515K
|
+6,997
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.51M
|
+$695K
|
+9,439
|
+40%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.04M
|
-$128K
|
-1,737
|
-6%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.02M
|
-$358K
|
-4,865
|
-15%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
-$489K
|
-6,644
|
-20%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.82M
|
-$235K
|
-3,189
|
-12%
|
|
|
9
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.64M
|
-$368
|
-5
|
-0%
|
|
|
10
|
|
$1.19M
|
+$184K
|
+2,500
|
+19%
|
|
|
11
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$1.13M
|
+$320K
|
+4,351
|
+41%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$1.02M
|
-$2.36K
|
-32
|
-0.2%
|
|
|
13
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$996K
|
-$25.4K
|
-345
|
-3%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$990K
|
+$424K
|
+5,756
|
+79%
|
|
|
15
|
Modera Wealth Management
Westwood,
New Jersey
|
$872K
|
+$169K
|
+2,300
|
+25%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$772K
|
-$1.58M
|
-21,497
|
-68%
|
|
|
17
|
Tolleson Wealth Management
Dallas,
Texas
|
$681K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$677K
|
-$80.5K
|
-1,093
|
-11%
|
|
|
19
|
|
$663K
|
+$1.69K
|
+23
|
+0.3%
|
|
|
20
|
Weil Company
San Diego,
California
|
$654K
|
-$20.5K
|
-279
|
-3%
|
|
|
21
|
Vontobel Holding
Zurich,
Switzerland
|
$619K
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$618K
|
-$26.9K
|
-366
|
-4%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$612K
|
+$30.3K
|
+411
|
+5%
|
|
|
24
|
Regatta Capital Group
El Segundo,
California
|
$596K
|
-$22.9K
|
-311
|
-4%
|
|
|
25
|
Congress Wealth Management
Boston,
Massachusetts
|
$575K
|
+$77.4K
|
+1,051
|
+16%
|
|
