|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
–
|
–
|
–
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$5.31M
|
+$203K
|
+7,577
|
+4%
|
|
|
3
|
|
$5.29M
|
+$2.11M
|
+78,717
|
+66%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.56M
|
+$201K
|
+7,521
|
+9%
|
|
|
5
|
Accredited Investors
Edina,
Minnesota
|
$1.94M
|
+$144K
|
+5,389
|
+8%
|
|
|
6
|
Bailard
Foster City,
California
|
$1.88M
|
+$92.2K
|
+3,447
|
+5%
|
|
|
7
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.87M
|
–
|
–
|
–
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.44M
|
+$438K
|
+16,383
|
+44%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.41M
|
+$336K
|
+12,581
|
+31%
|
|
|
10
|
|
$1.3M
|
+$1.23K
|
+46
|
+0.1%
|
|
|
11
|
Tower Research Capital (TRC)
New York
|
$1.13M
|
-$332K
|
-12,411
|
-23%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.07M
|
+$1.07M
|
+40,180
|
New
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$900K
|
+$840K
|
+31,396
|
+1,362%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$817K
|
+$819K
|
+30,617
|
New
|
|
|
15
|
Brinker Capital
Berwyn,
Pennsylvania
|
$676K
|
+$279K
|
+10,414
|
+70%
|
|
|
16
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$605K
|
+$31K
|
+1,158
|
+5%
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$578K
|
+$579K
|
+21,659
|
New
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$463K
|
+$153K
|
+5,704
|
+49%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$458K
|
+$13.3K
|
+498
|
+3%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$429K
|
+$429K
|
+16,054
|
New
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$402K
|
+$188K
|
+7,048
|
+88%
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$400K
|
+$36K
|
+1,345
|
+10%
|
|
|
23
|
Blue Edge Capital
Richmond,
Virginia
|
$388K
|
+$388K
|
+14,526
|
New
|
|
|
24
|
Retirement Capital Strategies
San Jose,
California
|
$375K
|
-$79.2K
|
-2,961
|
-17%
|
|
|
25
|
Main Management
San Francisco,
California
|
$353K
|
-$22.8K
|
-853
|
-6%
|
|
