|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124M
|
–
|
–
|
–
|
|
|
2
|
|
$20.6M
|
+$26.7M
|
+434,979
|
+86,996%
|
|
|
3
|
Fidelity International
Hamilton,
Bermuda
|
$8.62M
|
-$2.9M
|
-47,218
|
-21%
|
|
|
4
|
|
$6.03M
|
+$60.1K
|
+979
|
+0.8%
|
|
|
5
|
|
$5.44M
|
+$7.07M
|
+115,203
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.45M
|
+$2.41M
|
+39,273
|
+71%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.3M
|
+$5.48M
|
+89,275
|
+4,852%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$4.11M
|
+$5.35M
|
+87,160
|
New
|
|
|
9
|
Salomon & Ludwin
Richmond,
Virginia
|
$3.34M
|
+$4.34M
|
+70,699
|
New
|
|
|
10
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.63M
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$510K
|
+8,301
|
+27%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$1.64M
|
+$2.13M
|
+34,704
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
+$99.5K
|
+1,621
|
+7%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.16M
|
+$869K
|
+14,148
|
+69%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.15M
|
+$35.7K
|
+582
|
+2%
|
|
|
16
|
Fisher Asset Management
Camas,
Washington
|
$1.06M
|
+$9.52K
|
+155
|
+0.7%
|
|
|
17
|
Slow Capital
Greenbrae,
California
|
$970K
|
-$33.3K
|
-542
|
-3%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$738K
|
+$163K
|
+2,654
|
+20%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$631K
|
-$851K
|
-13,859
|
-51%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$497K
|
+$87.1K
|
+1,419
|
+16%
|
|
|
21
|
The Family Firm
Bethesda,
Maryland
|
$422K
|
+$168K
|
+2,736
|
+44%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$412K
|
-$18.2K
|
-297
|
-3%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$406K
|
+$46.1K
|
+751
|
+10%
|
|
|
24
|
Argent Wealth Management
Waltham,
Massachusetts
|
$377K
|
-$792K
|
-12,894
|
-62%
|
|
|
25
|
Quantum Capital Management (California)
San Francisco,
California
|
$328K
|
+$11.6K
|
+189
|
+3%
|
|
