|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124M
|
+$98M
|
+1,592,910
|
+42,763%
|
|
|
2
|
Fidelity International
Hamilton,
Bermuda
|
$40.6M
|
+$2.17M
|
+35,272
|
+6%
|
|
|
3
|
|
$24M
|
+$5.46M
|
+88,770
|
+29%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.02M
|
-$1.98M
|
-32,235
|
-28%
|
|
|
5
|
|
$4.02M
|
+$2.85M
|
+46,350
|
+244%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.02M
|
-$3.24M
|
-52,660
|
-45%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$4.01M
|
+$180K
|
+2,934
|
+5%
|
|
|
8
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$3.71M
|
+$1.76M
|
+28,650
|
+95%
|
|
|
9
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3.35M
|
+$3.35M
|
+54,526
|
New
|
|
|
10
|
Aviance Capital Management
Sarasota,
Florida
|
$2.2M
|
-$59.3K
|
-964
|
-3%
|
|
|
11
|
Fisher Asset Management
Camas,
Washington
|
$1.4M
|
+$198K
|
+3,220
|
+17%
|
|
|
12
|
Slow Capital
Greenbrae,
California
|
$1.39M
|
-$77.3K
|
-1,257
|
-5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.37M
|
-$41.1K
|
-669
|
-3%
|
|
|
14
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.36M
|
-$649K
|
-10,547
|
-32%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
-$174K
|
-2,837
|
-11%
|
|
|
16
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$1.26M
|
+$1.26M
|
+20,500
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14M
|
+$339K
|
+5,519
|
+43%
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1M
|
+$39.8K
|
+648
|
+4%
|
|
|
19
|
KCS Wealth Advisory
Los Angeles,
California
|
$984K
|
+$27.6K
|
+449
|
+3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$900K
|
-$2.63M
|
-42,733
|
-74%
|
|
|
21
|
WrapManager Inc
Mill Valley,
California
|
$771K
|
+$771K
|
+12,540
|
New
|
|
|
22
|
|
$750K
|
+$750K
|
+12,194
|
New
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$665K
|
–
|
–
|
–
|
|
|
24
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$603K
|
+$79.9K
|
+1,300
|
+15%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$594K
|
-$67K
|
-1,090
|
-10%
|
|
