|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
+$20.4M
|
+796,327
|
+7,072%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2.7M
|
+$2.62M
|
+102,209
|
New
|
|
|
3
|
|
$1.9M
|
+$838K
|
+32,706
|
+83%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.48M
|
+$1.44M
|
+56,265
|
New
|
|
|
5
|
Bailard
Foster City,
California
|
$1.39M
|
+$132K
|
+5,136
|
+11%
|
|
|
6
|
Tower Research Capital (TRC)
New York
|
$1.25M
|
-$596K
|
-23,239
|
-33%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.03M
|
+$1M
|
+39,082
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$924K
|
+$475K
|
+18,549
|
+113%
|
|
|
9
|
|
$791K
|
–
|
–
|
–
|
|
|
10
|
Accredited Investors
Edina,
Minnesota
|
$771K
|
+$295K
|
+11,512
|
+65%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$417K
|
+$405K
|
+15,796
|
New
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$352K
|
+$330K
|
+12,888
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$325K
|
–
|
–
|
–
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$304K
|
+$295K
|
+11,500
|
New
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$297K
|
+$8.92K
|
+348
|
+3%
|
|
|
16
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$288K
|
+$280K
|
+10,936
|
New
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$286K
|
+$108K
|
+4,218
|
+64%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$217K
|
+$211K
|
+8,220
|
New
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$206K
|
-$201K
|
-7,848
|
-50%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$167K
|
+$52.8K
|
+2,060
|
+48%
|
|
|
21
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$162K
|
+$84.7K
|
+3,304
|
+117%
|
|
|
22
|
Main Management
San Francisco,
California
|
$158K
|
–
|
–
|
–
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$58K
|
+$2.59K
|
+101
|
+5%
|
|
|
24
|
Litman Gregory Wealth Management
Larkspur,
California
|
$28K
|
–
|
–
|
–
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$27K
|
+$8.77K
|
+342
|
+51%
|
|
