|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$675K
|
-$1.8M
|
-32,098
|
-73%
|
|
|
27
|
Circle Wealth Management
Summit,
New Jersey
|
$556K
|
–
|
–
|
–
|
|
|
28
|
US Bancorp
Minneapolis,
Minnesota
|
$514K
|
+$1.12K
|
+20
|
+0.2%
|
|
|
29
|
|
$494K
|
+$149K
|
+2,655
|
+43%
|
|
|
30
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$462K
|
+$99.2K
|
+1,772
|
+28%
|
|
|
31
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$443K
|
-$948K
|
-16,945
|
-68%
|
|
|
32
|
Icon Wealth Advisors
Houston,
Texas
|
$415K
|
+$2.29K
|
+41
|
+0.6%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$414K
|
+$12.8K
|
+229
|
+3%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$412K
|
+$6.49K
|
+116
|
+2%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$405K
|
+$61.8K
|
+1,104
|
+18%
|
|
|
36
|
Raymond James Financial
St Petersburg,
Florida
|
$392K
|
+$93.4K
|
+1,668
|
+32%
|
|
|
37
|
Brown Brothers Harriman & Co
New York
|
$369K
|
+$12.2K
|
+218
|
+3%
|
|
|
38
|
Ballentine Partners
Waltham,
Massachusetts
|
$362K
|
–
|
–
|
–
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$304K
|
-$18.5K
|
-331
|
-6%
|
|
|
40
|
Cloud Capital Management
Seattle,
Washington
|
$287K
|
–
|
–
|
–
|
|
|
41
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$258K
|
+$257K
|
+4,588
|
New
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$258K
|
+$59K
|
+1,055
|
+30%
|
|
|
43
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$254K
|
+$112
|
+2
|
+0%
|
|
|
44
|
IEQ Capital
Foster City,
California
|
$245K
|
-$8.45K
|
-151
|
-3%
|
|
|
45
|
Morton Capital Management
Calabasas,
California
|
$213K
|
+$211K
|
+3,775
|
New
|
|
|
46
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$212K
|
+$9.79K
|
+175
|
+5%
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$212K
|
+$211K
|
+3,764
|
New
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$207K
|
-$25.4K
|
-453
|
-11%
|
|
|
49
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$201K
|
-$49.4K
|
-882
|
-20%
|
|
|
50
|
Seven Mile Advisory
Ewing,
New Jersey
|
$201K
|
+$200K
|
+3,569
|
New
|
|
