|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.6M
|
–
|
–
|
–
|
|
|
2
|
|
$25.1M
|
+$8.26M
|
+358,244
|
+56%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
+$13.7M
|
+595,750
|
+276%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$19.4M
|
+$11.9M
|
+516,758
|
+203%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$15.2M
|
+$11.3M
|
+489,903
|
+420%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$8.85M
|
-$58.6K
|
-2,544
|
-0.7%
|
|
|
7
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$6.9M
|
+$6.34M
|
+275,123
|
New
|
|
|
8
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$6.38M
|
+$5.87M
|
+254,606
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.7M
|
+$222K
|
+9,651
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.63M
|
+$202K
|
+8,759
|
+5%
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
$4.61M
|
+$4.24M
|
+183,769
|
New
|
|
|
12
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.33M
|
+$3.06M
|
+132,816
|
New
|
|
|
13
|
Accredited Investors
Edina,
Minnesota
|
$2.7M
|
+$333K
|
+14,457
|
+15%
|
|
|
14
|
Bailard
Foster City,
California
|
$2.67M
|
+$195K
|
+8,450
|
+9%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.58M
|
-$340K
|
-14,746
|
-13%
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$2.23M
|
+$2M
|
+86,568
|
+3,836%
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$2.14M
|
+$1.09M
|
+47,394
|
+125%
|
|
|
18
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$1.75M
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.75M
|
-$67.9K
|
-2,945
|
-4%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
+$1.58M
|
+68,337
|
New
|
|
|
21
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.5M
|
+$1.38M
|
+59,808
|
New
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.43M
|
+$221K
|
+9,598
|
+20%
|
|
|
23
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.39M
|
+$3.57K
|
+155
|
+0.3%
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.35M
|
+$706K
|
+30,628
|
+132%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$585K
|
+25,384
|
+95%
|
|
