|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.4M
|
–
|
–
|
–
|
|
|
2
|
|
$19.9M
|
+$261K
|
+10,310
|
+1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.29M
|
+$583K
|
+22,980
|
+16%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.94M
|
+$79.1K
|
+3,120
|
+2%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.83M
|
+$471K
|
+18,563
|
+20%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.22M
|
+$502K
|
+19,775
|
+29%
|
|
|
7
|
Bailard
Foster City,
California
|
$2.18M
|
+$70.3K
|
+2,770
|
+3%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$1.97M
|
+$1.97M
|
+77,555
|
New
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.7M
|
+$404K
|
+15,939
|
+31%
|
|
|
10
|
|
$1.7M
|
+$1.09M
|
+43,157
|
+183%
|
|
|
11
|
Accredited Investors
Edina,
Minnesota
|
$1.52M
|
+$19K
|
+751
|
+1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.47M
|
+$42.1K
|
+1,659
|
+3%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.44M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.33M
|
+$569K
|
+22,425
|
+75%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.29M
|
+$480K
|
+18,909
|
+59%
|
|
|
16
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.16M
|
+$261K
|
+10,298
|
+29%
|
|
|
17
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.11M
|
+$327K
|
+12,900
|
+42%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.1M
|
+$148K
|
+5,850
|
+16%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$395K
|
+15,592
|
+59%
|
|
|
20
|
Alexandria Capital
Arlington,
Virginia
|
$1.05M
|
+$52.3K
|
+2,062
|
+5%
|
|
|
21
|
Payden & Rygel
Los Angeles,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$819K
|
+$598K
|
+23,597
|
+274%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$806K
|
+$805K
|
+31,759
|
New
|
|
|
24
|
Main Management
San Francisco,
California
|
$717K
|
-$75.7K
|
-2,985
|
-10%
|
|
|
25
|
Buffington Mohr McNeal
Boise,
Idaho
|
$680K
|
+$678K
|
+26,730
|
New
|
|
