|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.5M
|
-$934K
|
-11,640
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.11M
|
-$597K
|
-7,436
|
-13%
|
|
|
3
|
Flow Traders U.S.
New York
|
$3.71M
|
-$2.74M
|
-34,148
|
-43%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.92M
|
+$696K
|
+8,665
|
+33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.48M
|
-$267K
|
-3,322
|
-10%
|
|
|
6
|
|
$2.36M
|
+$1.69M
|
+21,023
|
+285%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.09M
|
-$148K
|
-1,848
|
-7%
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.05M
|
-$159K
|
-1,981
|
-7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.89M
|
-$76.4K
|
-952
|
-4%
|
|
|
10
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.78M
|
-$18.5K
|
-231
|
-1%
|
|
|
11
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$1.56M
|
+$316K
|
+3,934
|
+27%
|
|
|
12
|
|
$1.37M
|
+$63.3K
|
+789
|
+5%
|
|
|
13
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.08M
|
-$17K
|
-212
|
-2%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.07M
|
-$15.8K
|
-197
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$915K
|
+$587K
|
+7,316
|
+196%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$847K
|
–
|
–
|
–
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$765K
|
-$185K
|
-2,300
|
-20%
|
|
|
18
|
Tolleson Wealth Management
Dallas,
Texas
|
$747K
|
–
|
–
|
–
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$714K
|
-$27.1K
|
-337
|
-4%
|
|
|
20
|
Weil Company
San Diego,
California
|
$701K
|
-$16.1K
|
-200
|
-2%
|
|
|
21
|
Vontobel Holding
Zurich,
Switzerland
|
$679K
|
–
|
–
|
–
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$667K
|
-$4.25K
|
-53
|
-0.7%
|
|
|
23
|
Brio Consultants
San Francisco,
California
|
$645K
|
+$38.2K
|
+476
|
+7%
|
|
|
24
|
Regatta Capital Group
El Segundo,
California
|
$640K
|
-$13.6K
|
-170
|
-2%
|
|
|
25
|
|
$635K
|
-$88.6K
|
-1,104
|
-13%
|
|
