|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.4M
|
+$57.9M
|
+2,339,933
|
+4,186%
|
|
|
2
|
|
$19.1M
|
+$2.56M
|
+103,361
|
+16%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.54M
|
+$3.5M
|
+141,472
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.02M
|
+$2.51M
|
+101,526
|
+525%
|
|
|
5
|
|
$2.7M
|
+$2.67M
|
+107,866
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
+$8.6K
|
+348
|
+0.6%
|
|
|
7
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.26M
|
+$1.25M
|
+50,511
|
New
|
|
|
8
|
Bailard
Foster City,
California
|
$1.22M
|
+$9.52K
|
+385
|
+0.8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$441K
|
+17,829
|
+62%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$1.02M
|
+$1.01M
|
+40,692
|
New
|
|
|
11
|
Alexandria Capital
Arlington,
Virginia
|
$985K
|
-$2.47K
|
-100
|
-0.3%
|
|
|
12
|
Gradient Investments
Arden Hills,
Minnesota
|
$813K
|
+$356K
|
+14,418
|
+80%
|
|
|
13
|
Arkos Global Advisors
Houston,
Texas
|
$793K
|
+$106K
|
+4,305
|
+16%
|
|
|
14
|
Main Management
San Francisco,
California
|
$777K
|
–
|
–
|
–
|
|
|
15
|
Eaton Vance Management
Boston,
Massachusetts
|
$771K
|
+$762K
|
+30,823
|
New
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$729K
|
+$721K
|
+29,141
|
New
|
|
|
17
|
Accredited Investors
Edina,
Minnesota
|
$716K
|
+$49.3K
|
+1,995
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$661K
|
+$295K
|
+11,926
|
+82%
|
|
|
19
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$553K
|
+$312K
|
+12,608
|
+133%
|
|
|
20
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$530K
|
+$523K
|
+21,167
|
New
|
|
|
21
|
Institute for Wealth Management
Denver,
Colorado
|
$501K
|
+$495K
|
+20,020
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$460K
|
+$454K
|
+18,366
|
New
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$458K
|
-$52.5K
|
-2,122
|
-10%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$449K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$428K
|
+$82K
|
+3,317
|
+24%
|
|
