|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124M
|
–
|
–
|
–
|
|
|
2
|
Fidelity International
Hamilton,
Bermuda
|
$14.5M
|
-$30.3M
|
-481,119
|
-68%
|
|
|
3
|
|
$8.74M
|
-$9M
|
-143,031
|
-51%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.67M
|
-$403K
|
-6,411
|
-8%
|
|
|
5
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$3.46M
|
-$2.26M
|
-36,011
|
-40%
|
|
|
6
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$3.13M
|
-$26.4K
|
-420
|
-0.8%
|
|
|
7
|
|
$1.9M
|
+$626K
|
+9,952
|
+50%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
-$1.24M
|
-19,774
|
-41%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.49M
|
-$60.9K
|
-968
|
-4%
|
|
|
10
|
Fisher Asset Management
Camas,
Washington
|
$1.46M
|
–
|
–
|
–
|
|
|
11
|
Slow Capital
Greenbrae,
California
|
$1.42M
|
+$20.6K
|
+327
|
+1%
|
|
|
12
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.22M
|
+$102K
|
+1,624
|
+9%
|
|
|
13
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.09M
|
+$53.5K
|
+851
|
+5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$821K
|
-$42.6K
|
-678
|
-5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$795K
|
-$13.8K
|
-219
|
-2%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$693K
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$674K
|
-$193K
|
-3,068
|
-23%
|
|
|
18
|
Nomura Asset Management
Tokyo,
Japan
|
$474K
|
-$50.3K
|
-800
|
-10%
|
|
|
19
|
Quantum Capital Management (California)
San Francisco,
California
|
$436K
|
-$2.08K
|
-33
|
-0.5%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$429K
|
-$2.46M
|
-39,126
|
-85%
|
|
|
21
|
Park Avenue Securities
New York
|
$420K
|
+$412K
|
+6,556
|
New
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$408K
|
+$69.6K
|
+1,107
|
+21%
|
|
|
23
|
The Family Firm
Bethesda,
Maryland
|
$393K
|
-$19.5K
|
-310
|
-5%
|
|
|
24
|
Holderness Investments Company
Greensboro,
North Carolina
|
$383K
|
-$3.58K
|
-57
|
-0.9%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$377K
|
+$24.9K
|
+396
|
+7%
|
|
