|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.4M
|
–
|
–
|
–
|
|
|
2
|
|
$19.5M
|
+$224K
|
+8,923
|
+1%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.84M
|
+$251K
|
+10,026
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.69M
|
+$617K
|
+24,632
|
+20%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.35M
|
+$1.59M
|
+63,595
|
+218%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$2.15M
|
+$2.13M
|
+84,862
|
New
|
|
|
7
|
Bailard
Foster City,
California
|
$2.1M
|
+$855K
|
+34,126
|
+70%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
+$520K
|
+20,743
|
+44%
|
|
|
9
|
Accredited Investors
Edina,
Minnesota
|
$1.5M
|
+$762K
|
+30,428
|
+106%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.42M
|
+$5.16K
|
+206
|
+0.4%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.29M
|
+$1.28M
|
+50,922
|
New
|
|
|
12
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.21M
|
-$73.7K
|
-2,940
|
-6%
|
|
|
13
|
Payden & Rygel
Los Angeles,
California
|
$1.01M
|
+$1,000K
|
+39,900
|
New
|
|
|
14
|
Alexandria Capital
Arlington,
Virginia
|
$998K
|
–
|
–
|
–
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$946K
|
+$121K
|
+4,837
|
+15%
|
|
|
16
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$892K
|
+$882K
|
+35,215
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$809K
|
+$372K
|
+14,851
|
+87%
|
|
|
18
|
Main Management
San Francisco,
California
|
$790K
|
+$2.68K
|
+107
|
+0.3%
|
|
|
19
|
Eaton Vance Management
Boston,
Massachusetts
|
$776K
|
-$5.26K
|
-210
|
-0.7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$758K
|
+$88.1K
|
+3,516
|
+13%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$673K
|
+$278K
|
+11,089
|
+72%
|
|
|
22
|
|
$598K
|
-$2.11M
|
-84,250
|
-78%
|
|
|
23
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$564K
|
+$4.28K
|
+171
|
+0.8%
|
|
|
24
|
Arkos Global Advisors
Houston,
Texas
|
$541K
|
-$260K
|
-10,363
|
-33%
|
|
|
25
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$537K
|
+$1.2K
|
+48
|
+0.2%
|
|
