|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.97億
|
–
|
–
|
–
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$4755万
|
+$744万
|
+184,836
|
+19%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$4071万
|
+$1420万
|
+352,961
|
+54%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3868万
|
+$1263万
|
+313,983
|
+49%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1071万
|
+$259万
|
+64,299
|
+32%
|
|
|
6
|
Lucia Wealth Services
San Diego,
California
|
$1007万
|
+$158万
|
+39,282
|
+19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$884万
|
+$17.7万
|
+4,399
|
+2%
|
|
|
8
|
|
$550万
|
+$189万
|
+47,036
|
+53%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$408万
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$373万
|
-$1.5万
|
-374
|
-0.4%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$369万
|
+$7,042
|
+175
|
+0.2%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$294万
|
+$72.8万
|
+18,099
|
+33%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$294万
|
+$293万
|
+72,837
|
新規
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$283万
|
-$48.1万
|
-11,961
|
-15%
|
|
|
15
|
Edge Capital Group
Atlanta,
Georgia
|
$272万
|
+$271万
|
+67,462
|
新規
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$270万
|
+$270万
|
+67,122
|
新規
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$257万
|
+$80.3万
|
+19,955
|
+46%
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$219万
|
+$159万
|
+39,620
|
+268%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$211万
|
+$18.6万
|
+4,623
|
+10%
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$204万
|
-$4.26万
|
-1,058
|
-2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$164万
|
-$123万
|
-30,628
|
-43%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$153万
|
+$6.12万
|
+1,521
|
+4%
|
|
|
23
|
|
$152万
|
+$89.9万
|
+22,350
|
+145%
|
|
|
24
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$139万
|
-$9.34万
|
-2,320
|
-6%
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$138万
|
-$10.8万
|
-2,682
|
-7%
|
|
