|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34M
|
+$32.9M
|
+221,635
|
New
|
|
|
2
|
|
$16.2M
|
-$776K
|
-5,226
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
+$1.66M
|
+11,158
|
+17%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$7.99M
|
+$5.03M
|
+33,851
|
+185%
|
|
|
5
|
SFI Advisors
Montclair,
New Jersey
|
$7.52M
|
-$246K
|
-1,658
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.73M
|
-$6.81M
|
-45,901
|
-51%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.78M
|
+$17.1K
|
+115
|
+0.3%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$5.26M
|
+$169K
|
+1,138
|
+3%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$4.84M
|
+$146K
|
+982
|
+3%
|
|
|
10
|
|
$3.85M
|
+$20.3K
|
+137
|
+0.5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.86M
|
-$26.1K
|
-176
|
-0.9%
|
|
|
12
|
Quartz Partners
Saratoga Springs,
New York
|
$2.58M
|
+$195K
|
+1,314
|
+8%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.47M
|
+$623K
|
+4,199
|
+35%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.35M
|
+$54K
|
+364
|
+2%
|
|
|
15
|
Blue Capital Inc
Omaha,
Nebraska
|
$1.99M
|
+$211K
|
+1,421
|
+12%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.93M
|
-$661K
|
-4,450
|
-26%
|
|
|
17
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$1.61M
|
–
|
–
|
–
|
|
|
18
|
Financial Management Professionals
Austin,
Texas
|
$1.57M
|
+$1.01M
|
+6,789
|
+196%
|
|
|
19
|
Liberty One Investment Management
Libertyville,
Illinois
|
$1.34M
|
-$398K
|
-2,683
|
-23%
|
|
|
20
|
Kaizen Financial Strategies
Campbell,
California
|
$919K
|
-$37.1K
|
-250
|
-4%
|
|
|
21
|
Gotham Asset Management
New York
|
$869K
|
–
|
–
|
–
|
|
|
22
|
Financial Services Advisory
Rockville,
Maryland
|
$850K
|
-$150K
|
-1,013
|
-15%
|
|
|
23
|
|
$819K
|
-$4.01K
|
-27
|
-0.5%
|
|
|
24
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$773K
|
+$89.5K
|
+603
|
+14%
|
|
|
25
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$763K
|
-$12.2K
|
-82
|
-2%
|
|
