|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$640M
|
+$385M
|
+6,454,922
|
+14,524%
|
|
|
2
|
|
$32.5M
|
-$694K
|
-11,636
|
-2%
|
|
|
3
|
|
$22.2M
|
+$8.28M
|
+138,807
|
+64%
|
|
|
4
|
|
$7.75M
|
+$2.73M
|
+45,806
|
+58%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
-$1.9M
|
-31,841
|
-24%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.43M
|
+$3.45M
|
+57,834
|
+196%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.22M
|
+$1.54M
|
+25,738
|
+61%
|
|
|
8
|
Private Ocean
San Rafael,
California
|
$3.45M
|
-$40.3K
|
-675
|
-1%
|
|
|
9
|
Retirement Capital Strategies
San Jose,
California
|
$2.09M
|
+$85.4K
|
+1,432
|
+4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.89M
|
+$661K
|
+11,077
|
+57%
|
|
|
11
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.66M
|
+$1.59M
|
+26,712
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.65M
|
+$814K
|
+13,647
|
+106%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.41M
|
-$1.45M
|
-24,262
|
-52%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.31M
|
-$171K
|
-2,858
|
-12%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$1.28M
|
+$821K
|
+13,759
|
+203%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.14M
|
+19,108
|
New
|
|
|
17
|
Nottingham Advisors
Amherst,
New York
|
$1.01M
|
+$973K
|
+16,312
|
New
|
|
|
18
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$877K
|
+$241K
|
+4,045
|
+40%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$849K
|
+$113K
|
+1,901
|
+16%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$710K
|
-$2.98M
|
-49,894
|
-81%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$672K
|
+$645K
|
+10,816
|
New
|
|
|
22
|
North American Management
Boston,
Massachusetts
|
$658K
|
-$20.6K
|
-345
|
-3%
|
|
|
23
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$574K
|
+$304K
|
+5,103
|
+123%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$432K
|
+$127K
|
+2,121
|
+44%
|
|
|
25
|
Gould Asset Management
Claremont,
California
|
$415K
|
+$57.6K
|
+965
|
+17%
|
|
