|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.3M
|
-$447K
|
-5,304
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.21M
|
+$53.5K
|
+634
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.71M
|
-$250K
|
-2,969
|
-8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.17M
|
+$52.7K
|
+625
|
+2%
|
|
|
5
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$2.15M
|
+$566K
|
+6,713
|
+36%
|
|
|
6
|
Flow Traders U.S.
New York
|
$1.82M
|
-$1.94M
|
-23,010
|
-52%
|
|
|
7
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$1.8M
|
-$2.11K
|
-25
|
-0.1%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$1.6M
|
+$742K
|
+8,799
|
+86%
|
|
|
9
|
|
$1.31M
|
-$75.6K
|
-896
|
-5%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.3M
|
-$627K
|
-7,428
|
-33%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$971K
|
-$1.54M
|
-18,268
|
-61%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$969K
|
+$38.5K
|
+456
|
+4%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$955K
|
+$280K
|
+3,319
|
+41%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$868K
|
-$1.21M
|
-14,320
|
-58%
|
|
|
16
|
|
$824K
|
-$1.57M
|
-18,602
|
-66%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$775K
|
–
|
–
|
–
|
|
|
18
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$773K
|
-$316K
|
-3,742
|
-29%
|
|
|
19
|
Tolleson Wealth Management
Dallas,
Texas
|
$756K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$731K
|
+$334K
|
+3,964
|
+84%
|
|
|
21
|
Weil Company
San Diego,
California
|
$708K
|
-$1.18K
|
-14
|
-0.2%
|
|
|
22
|
Brio Consultants
San Francisco,
California
|
$692K
|
+$39.3K
|
+466
|
+6%
|
|
|
23
|
Vontobel Holding
Zurich,
Switzerland
|
$687K
|
–
|
–
|
–
|
|
|
24
|
Larson Financial Group
St Louis,
Missouri
|
$674K
|
+$98.2K
|
+1,164
|
+17%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$672K
|
-$51K
|
-605
|
-7%
|
|
