|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
–
|
–
|
–
|
|
|
2
|
Parcion Private Wealth
Bellevue,
Washington
|
$21.5M
|
+$1.42M
|
+51,984
|
+7%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$8.62M
|
+$21.1K
|
+770
|
+0.2%
|
|
|
4
|
Cardan Capital Partners
Denver,
Colorado
|
$7.5M
|
+$244K
|
+8,917
|
+3%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$6.98M
|
+$5.12M
|
+186,828
|
+271%
|
|
|
6
|
Nomura Asset Management
Tokyo,
Japan
|
$6.2M
|
+$3.04M
|
+111,000
|
+96%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.19M
|
-$2.63M
|
-95,795
|
-30%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$5.36M
|
-$7.06M
|
-257,740
|
-57%
|
|
|
9
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.78M
|
+$4.8M
|
+174,988
|
New
|
|
|
10
|
|
$3.84M
|
+$2.49M
|
+90,859
|
+182%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.19M
|
-$194K
|
-7,063
|
-6%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$3.14M
|
+$3.15M
|
+115,119
|
New
|
|
|
13
|
Insight Wealth Partners
Plano,
Texas
|
$3.12M
|
+$354K
|
+12,930
|
+13%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.4M
|
+$931K
|
+33,971
|
+63%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.22M
|
+$184K
|
+6,721
|
+9%
|
|
|
16
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$2.19M
|
+$2.19M
|
+80,000
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$1.89M
|
+$1.9M
|
+69,377
|
New
|
|
|
18
|
Cerity Partners OCIO
New York
|
$1.82M
|
-$58.8K
|
-2,147
|
-3%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$1.5M
|
+$1.5M
|
+54,864
|
New
|
|
|
20
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.31M
|
+$60.2K
|
+2,197
|
+5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$1.24M
|
+45,340
|
New
|
|
|
22
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.14M
|
-$56.6K
|
-2,067
|
-5%
|
|
|
23
|
Foresight Wealth Management
Draper,
Utah
|
$1.07M
|
+$10.7K
|
+392
|
+1%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$979K
|
-$33.3K
|
-1,215
|
-3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$962K
|
+$128K
|
+4,685
|
+15%
|
|
