|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
–
|
–
|
–
|
|
|
2
|
|
$12.8M
|
+$6.91M
|
+265,281
|
+70%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$7.09M
|
+$2.46M
|
+94,348
|
+36%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.09M
|
+$572K
|
+21,956
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.34M
|
+$992K
|
+38,109
|
+21%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.3M
|
-$116K
|
-4,452
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$3.51M
|
-$1.07M
|
-40,983
|
-19%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$2.33M
|
+$3.03M
|
+116,540
|
New
|
|
|
9
|
Bailard
Foster City,
California
|
$1.96M
|
+$346K
|
+13,304
|
+16%
|
|
|
10
|
Accredited Investors
Edina,
Minnesota
|
$1.86M
|
+$493K
|
+18,955
|
+25%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.45M
|
+$414K
|
+15,922
|
+28%
|
|
|
12
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.4M
|
–
|
–
|
–
|
|
|
13
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.1M
|
+$1.44M
|
+55,184
|
New
|
|
|
14
|
|
$977K
|
-$547
|
-21
|
-0%
|
|
|
15
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$964K
|
-$409K
|
-15,696
|
-25%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$947K
|
+$211K
|
+8,090
|
+21%
|
|
|
17
|
Blue Edge Capital
Richmond,
Virginia
|
$913K
|
+$463K
|
+17,778
|
+64%
|
|
|
18
|
Affinity Capital Advisors
Berkeley,
California
|
$810K
|
+$750K
|
+28,819
|
+324%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$769K
|
+$521K
|
+20,000
|
+108%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$755K
|
+$540K
|
+20,728
|
+121%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$743K
|
+$781K
|
+29,995
|
+413%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$693K
|
-$254K
|
-9,774
|
-22%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$592K
|
+$489K
|
+18,783
|
+173%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$589K
|
+$18K
|
+691
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$552K
|
+$3.06M
|
+117,728
|
New
|
|
