|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.4M
|
–
|
–
|
–
|
|
|
2
|
Tradewinds Capital Management
Bellingham,
Washington
|
$19.4M
|
+$19.3M
|
+176,180
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$853K
|
-7,786
|
-5%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.1M
|
+$2.98M
|
+27,197
|
+27%
|
|
|
5
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$13.6M
|
+$13.5M
|
+123,432
|
New
|
|
|
6
|
Frontier Investment Management
Dallas,
Texas
|
$13.3M
|
+$55K
|
+502
|
+0.4%
|
|
|
7
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$12.6M
|
+$635K
|
+5,800
|
+5%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.4M
|
+$1.38M
|
+12,559
|
+14%
|
|
|
9
|
|
$9.23M
|
-$6.12M
|
-55,877
|
-40%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.93M
|
-$4.3M
|
-39,243
|
-33%
|
|
|
11
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.74M
|
+$211K
|
+1,930
|
+2%
|
|
|
12
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$7.5M
|
+$189K
|
+1,729
|
+3%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$7.21M
|
+$49.2K
|
+449
|
+0.7%
|
|
|
14
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.57M
|
+$307K
|
+2,802
|
+5%
|
|
|
15
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$6.1M
|
+$6.08M
|
+55,470
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.86M
|
+$202K
|
+1,845
|
+4%
|
|
|
17
|
tru Independence
Portland,
Oregon
|
$5.42M
|
+$5.61M
|
+51,216
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$5.32M
|
+$79.1K
|
+722
|
+2%
|
|
|
19
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$4.84M
|
+$4.83M
|
+44,060
|
New
|
|
|
20
|
INVST
Indianapolis,
Indiana
|
$4.43M
|
+$455K
|
+4,153
|
+11%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.27M
|
-$161K
|
-1,469
|
-4%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.18M
|
-$1.65M
|
-15,103
|
-28%
|
|
|
23
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4.14M
|
-$1.87M
|
-17,081
|
-31%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.11M
|
+$368K
|
+3,359
|
+10%
|
|
|
25
|
Peak Capital Management
Greenwood Village,
Colorado
|
$3.94M
|
-$532K
|
-4,855
|
-12%
|
|
