|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$150M
|
–
|
–
|
–
|
|
|
2
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$27.3M
|
+$26.3M
|
+929,373
|
New
|
|
|
3
|
Parcion Private Wealth
Bellevue,
Washington
|
$22.7M
|
-$447K
|
-15,781
|
-2%
|
|
|
4
|
Nomura Asset Management
Tokyo,
Japan
|
$11.8M
|
+$4.93M
|
+173,800
|
+77%
|
|
|
5
|
Retirement Capital Strategies
San Jose,
California
|
$10.8M
|
+$10.4M
|
+365,879
|
New
|
|
|
6
|
Flow Traders U.S.
New York
|
$10.3M
|
+$9.63M
|
+339,663
|
+2,846%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$8.51M
|
-$116K
|
-4,079
|
-1%
|
|
|
8
|
Systelligence LLC
Bloomington,
Minnesota
|
$8.1M
|
+$2.84M
|
+100,174
|
+57%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$7.68M
|
+$152K
|
+5,346
|
+2%
|
|
|
10
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.05M
|
+$6.59M
|
+232,603
|
+3,253%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.98M
|
+$5.72M
|
+201,815
|
+572%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.84M
|
+$4.61M
|
+162,758
|
+454%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$5.15M
|
+$1.7M
|
+60,027
|
+52%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.61M
|
+$1.94M
|
+68,624
|
+78%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.39M
|
-$2.19M
|
-77,282
|
-34%
|
|
|
16
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$4M
|
+$3.85M
|
+135,930
|
New
|
|
|
17
|
Cardan Capital Partners
Denver,
Colorado
|
$3.76M
|
-$4.17M
|
-146,957
|
-53%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.28M
|
-$152K
|
-5,380
|
-5%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.15M
|
+$3.03M
|
+107,059
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.64M
|
+$2.54M
|
+89,740
|
New
|
|
|
21
|
Insight Wealth Partners
Plano,
Texas
|
$2.52M
|
-$812K
|
-28,648
|
-25%
|
|
|
22
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$2.35M
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2M
|
-$377K
|
-13,311
|
-16%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$1.89M
|
+$263K
|
+9,275
|
+17%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
+$393K
|
+13,856
|
+31%
|
|
