|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$124M
|
–
|
–
|
–
|
|
|
2
|
|
$35.2M
|
+$6.71M
|
+112,860
|
+26%
|
|
|
3
|
|
$11.4M
|
-$292K
|
-4,906
|
-3%
|
|
|
4
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$5.44M
|
+$4.97M
|
+83,598
|
New
|
|
|
5
|
Salomon & Ludwin
Richmond,
Virginia
|
$4.24M
|
-$53K
|
-890
|
-1%
|
|
|
6
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$4.19M
|
+$6.25K
|
+105
|
+0.2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.2M
|
+$725K
|
+12,179
|
+56%
|
|
|
8
|
Sentinel Trust
Houston,
Texas
|
$2.02M
|
+$1.85M
|
+31,100
|
New
|
|
|
9
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.69M
|
-$4.58K
|
-77
|
-0.3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.67M
|
+$185K
|
+3,115
|
+14%
|
|
|
11
|
Maryland Capital Management
Towson,
Maryland
|
$1.53M
|
+$1.4M
|
+23,554
|
New
|
|
|
12
|
Prudential plc
London, England,
United Kingdom
|
$1.33M
|
+$1.22M
|
+20,430
|
New
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$1.2M
|
+$1.1M
|
+18,429
|
New
|
|
|
14
|
Fidelity International
Hamilton,
Bermuda
|
$1.14M
|
-$180K
|
-3,026
|
-15%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.13M
|
+$437K
|
+7,350
|
+74%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$986K
|
-$164K
|
-2,753
|
-15%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$952K
|
–
|
–
|
–
|
|
|
18
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$911K
|
+$833K
|
+13,995
|
New
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$908K
|
-$192K
|
-3,225
|
-19%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$892K
|
+$815K
|
+13,705
|
New
|
|
|
21
|
Park Avenue Securities
New York
|
$782K
|
-$61.5K
|
-1,034
|
-8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$679K
|
-$49.1K
|
-825
|
-7%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$568K
|
–
|
–
|
–
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$560K
|
-$13.3K
|
-224
|
-3%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$392K
|
–
|
–
|
–
|
|
