|
1
|
State Street
Boston,
Massachusetts
|
$246M
|
+$32.2M
|
+1,687,414
|
+15%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.9M
|
+$9.71M
|
+508,301
|
+95%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$5.36M
|
+$706K
|
+36,938
|
+15%
|
|
|
4
|
|
$2.06M
|
+$2.08M
|
+108,700
|
New
|
|
|
5
|
|
$1.9M
|
–
|
–
|
–
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.82M
|
+$501K
|
+26,246
|
+38%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.59M
|
+$49.3K
|
+2,582
|
+3%
|
|
|
8
|
Ruggie Capital Group
Tavares,
Florida
|
$1.38M
|
+$392K
|
+20,522
|
+39%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$990K
|
+$996K
|
+52,116
|
New
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$975K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$837K
|
+$842K
|
+44,057
|
New
|
|
|
12
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$695K
|
+$6.42K
|
+336
|
+0.9%
|
|
|
13
|
Strategic Wealth Partners
Independence,
Ohio
|
$551K
|
+$29.9K
|
+1,563
|
+6%
|
|
|
14
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$527K
|
+$119K
|
+6,215
|
+29%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$439K
|
+$227K
|
+11,906
|
+106%
|
|
|
16
|
|
$408K
|
+$4.49K
|
+235
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$348K
|
-$3.12M
|
-163,123
|
-90%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$180K
|
+$66.8K
|
+3,495
|
+58%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$128K
|
+$29.5K
|
+1,546
|
+30%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$17K
|
+$16.8K
|
+880
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$16K
|
+$11.2K
|
+587
|
+229%
|
|
|
22
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$10K
|
+$10.3K
|
+537
|
New
|
|
|
23
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$1K
|
+$1.3K
|
+68
|
New
|
|
|
25
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$21K
|
-1,100
|
Closed
|
|
