|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124M
|
–
|
–
|
–
|
|
|
2
|
Fidelity International
Hamilton,
Bermuda
|
$9.57M
|
+$174K
|
+3,461
|
+2%
|
|
|
3
|
|
$7.76M
|
+$1.05M
|
+20,879
|
+16%
|
|
|
4
|
Salomon & Ludwin
Richmond,
Virginia
|
$3.74M
|
+$48.9K
|
+971
|
+1%
|
|
|
5
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$3.34M
|
+$264K
|
+5,250
|
+9%
|
|
|
6
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.64M
|
+$2.54M
|
+50,555
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.91M
|
-$2.54M
|
-50,525
|
-58%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
-$37.4K
|
-743
|
-3%
|
|
|
9
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.31M
|
-$481K
|
-9,559
|
-28%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.19M
|
-$3.6M
|
-71,470
|
-76%
|
|
|
11
|
Slow Capital
Greenbrae,
California
|
$1.08M
|
+$3.82K
|
+76
|
+0.4%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$996K
|
-$786K
|
-15,620
|
-45%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$977K
|
-$285K
|
-5,671
|
-23%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$896K
|
+$76.8K
|
+1,526
|
+10%
|
|
|
15
|
Fisher Asset Management
Camas,
Washington
|
$763K
|
-$394K
|
-7,834
|
-35%
|
|
|
16
|
Park Avenue Securities
New York
|
$670K
|
+$646K
|
+12,842
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$629K
|
+$76.6K
|
+1,522
|
+14%
|
|
|
18
|
Flow Traders U.S.
New York
|
$529K
|
+$510K
|
+10,127
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$518K
|
-$173K
|
-3,439
|
-26%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$500K
|
+$49.2K
|
+977
|
+11%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$455K
|
–
|
–
|
–
|
|
|
22
|
The Family Firm
Bethesda,
Maryland
|
$443K
|
-$22.6K
|
-450
|
-5%
|
|
|
23
|
Argent Wealth Management
Waltham,
Massachusetts
|
$393K
|
-$48.7K
|
-967
|
-12%
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$343K
|
+$20.5K
|
+408
|
+7%
|
|
|
25
|
Quantum Capital Management (California)
San Francisco,
California
|
$316K
|
-$45.8K
|
-911
|
-13%
|
|
