|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
–
|
–
|
–
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$5.16M
|
+$2.37M
|
+89,093
|
+87%
|
|
|
3
|
|
$3.22M
|
+$1.26M
|
+47,369
|
+66%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.38M
|
+$852K
|
+31,997
|
+57%
|
|
|
5
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.89M
|
+$1.86M
|
+70,000
|
New
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$1.81M
|
+$1.01M
|
+38,019
|
+130%
|
|
|
7
|
Bailard
Foster City,
California
|
$1.81M
|
+$378K
|
+14,195
|
+27%
|
|
|
8
|
Tower Research Capital (TRC)
New York
|
$1.48M
|
+$195K
|
+7,315
|
+15%
|
|
|
9
|
|
$1.32M
|
+$501K
|
+18,833
|
+63%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
+$30K
|
+1,128
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$62.2K
|
+2,335
|
+7%
|
|
|
12
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$580K
|
+$572K
|
+21,494
|
New
|
|
|
13
|
Retirement Capital Strategies
San Jose,
California
|
$459K
|
+$452K
|
+16,990
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$449K
|
+$444K
|
+16,670
|
New
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$402K
|
+$189K
|
+7,108
|
+91%
|
|
|
16
|
Main Management
San Francisco,
California
|
$380K
|
+$215K
|
+8,084
|
+135%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$369K
|
+$19.8K
|
+742
|
+6%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$350K
|
+$126K
|
+4,740
|
+58%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
+$163K
|
+6,135
|
+97%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$333K
|
–
|
–
|
–
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$314K
|
+$20.8K
|
+780
|
+7%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$310K
|
–
|
–
|
–
|
|
|
23
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$295K
|
–
|
–
|
–
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$216K
|
+$213K
|
+8,005
|
New
|
|
|
25
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$165K
|
-$160
|
-6
|
-0.1%
|
|
