|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.8M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$10M
|
-$1.25M
|
-24,085
|
-12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$8.57M
|
-$134K
|
-2,582
|
-2%
|
|
|
4
|
|
$8.06M
|
+$75.2K
|
+1,445
|
+1%
|
|
|
5
|
Armbruster Capital Management
Pittsford,
New York
|
$5.42M
|
-$165K
|
-3,175
|
-3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.84M
|
+$162K
|
+3,119
|
+3%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.6M
|
+$163K
|
+3,127
|
+7%
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.79M
|
–
|
–
|
–
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.68M
|
+$39.5K
|
+760
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
-$6.94M
|
-133,318
|
-83%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.4M
|
-$555K
|
-10,674
|
-30%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.36M
|
-$6.19K
|
-119
|
-0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.33M
|
+$407K
|
+7,823
|
+48%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$1.15M
|
–
|
–
|
–
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.12M
|
+$412K
|
+7,914
|
+63%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.08M
|
+$1.02M
|
+19,671
|
New
|
|
|
17
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$1.01M
|
+$43.7K
|
+839
|
+5%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$975K
|
+$927K
|
+17,819
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$956K
|
-$1.06M
|
-20,325
|
-54%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$941K
|
+$895K
|
+17,201
|
New
|
|
|
21
|
Southland Equity Partners
Wildwood,
Missouri
|
$809K
|
+$117K
|
+2,257
|
+18%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$611K
|
-$44.8K
|
-861
|
-7%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$564K
|
+$2.81K
|
+54
|
+0.5%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$486K
|
-$29.2K
|
-562
|
-6%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$375K
|
-$54.2K
|
-1,041
|
-13%
|
|
