|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.9M
|
+$71.3M
|
+442,316
|
New
|
|
|
2
|
|
$34.8M
|
+$9.55M
|
+59,286
|
+32%
|
|
|
3
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.3M
|
+$17.3M
|
+107,185
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14.3M
|
-$2.83M
|
-17,548
|
-15%
|
|
|
5
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$9.43M
|
-$59.8K
|
-371
|
-0.6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.31M
|
-$51.8M
|
-321,689
|
-83%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.83M
|
+$305K
|
+1,894
|
+5%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.61M
|
+$6.35M
|
+39,439
|
New
|
|
|
9
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.34M
|
+$1.18M
|
+7,311
|
+32%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$3.92M
|
-$911K
|
-5,652
|
-17%
|
|
|
11
|
Performa Ltd (US)
Charleston,
South Carolina
|
$3.84M
|
+$4.35M
|
+27,000
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.5M
|
+$2.97M
|
+18,433
|
+301%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.34M
|
-$4.87M
|
-30,200
|
-56%
|
|
|
14
|
IEQ Capital
Foster City,
California
|
$2.97M
|
+$10.8K
|
+67
|
+0.3%
|
|
|
15
|
Tandem Financial
Greenwood Village,
Colorado
|
$2.75M
|
+$2.26M
|
+14,046
|
+265%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$2.2M
|
-$510K
|
-3,166
|
-17%
|
|
|
17
|
Essex LLC
Deer Park,
Illinois
|
$2.19M
|
-$1.8M
|
-11,192
|
-42%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$1.93M
|
-$174K
|
-1,079
|
-7%
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.92M
|
+$1.94M
|
+12,058
|
+853%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1.89M
|
+$76K
|
+472
|
+4%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.82M
|
+$2.05M
|
+12,713
|
+25,426%
|
|
|
22
|
|
$1.65M
|
-$1.08M
|
-6,717
|
-36%
|
|
|
23
|
|
$1.47M
|
+$1.66M
|
+10,309
|
New
|
|
|
24
|
|
$1.46M
|
-$6.28K
|
-39
|
-0.4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
+$427K
|
+2,651
|
+36%
|
|
