|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124M
|
–
|
–
|
–
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$111M
|
+$108M
|
+1,619,522
|
New
|
|
|
3
|
Fidelity International
Hamilton,
Bermuda
|
$15.6M
|
+$30.1K
|
+453
|
+0.2%
|
|
|
4
|
|
$8.72M
|
-$638K
|
-9,598
|
-7%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.02M
|
+$6.5M
|
+97,788
|
+2,229%
|
|
|
6
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.64M
|
+$895K
|
+13,476
|
+25%
|
|
|
7
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$4.06M
|
+$618K
|
+9,300
|
+19%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.79M
|
-$1.19M
|
-17,893
|
-25%
|
|
|
9
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.19M
|
+$3.09M
|
+46,454
|
New
|
|
|
10
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.75M
|
+$2.66M
|
+39,985
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.11M
|
+$1.59M
|
+23,945
|
+357%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.87M
|
-$67.1K
|
-1,010
|
-4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.7M
|
+$819K
|
+12,318
|
+99%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.64M
|
+$35.6K
|
+536
|
+2%
|
|
|
15
|
Fisher Asset Management
Camas,
Washington
|
$1.53M
|
-$26.9K
|
-405
|
-2%
|
|
|
16
|
Slow Capital
Greenbrae,
California
|
$1.45M
|
-$71.5K
|
-1,076
|
-5%
|
|
|
17
|
Argent Wealth Management
Waltham,
Massachusetts
|
$1.44M
|
+$1.39M
|
+20,887
|
New
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.41M
|
+$91.1K
|
+1,371
|
+7%
|
|
|
19
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.24M
|
+$69K
|
+1,039
|
+6%
|
|
|
20
|
Csenge Advisory Group
Clearwater,
Florida
|
$1M
|
+$969K
|
+14,586
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$893K
|
+$11.4K
|
+172
|
+1%
|
|
|
22
|
Park Avenue Securities
New York
|
$745K
|
+$285K
|
+4,286
|
+65%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$626K
|
-$93.9K
|
-1,413
|
-13%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$620K
|
-$120K
|
-1,800
|
-17%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$540K
|
+$98.6K
|
+1,484
|
+23%
|
|
