|
1
|
|
$23.7M
|
+$21M
|
+914,399
|
+757%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.9M
|
+$776K
|
+33,739
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$4.32M
|
+187,944
|
+27%
|
|
|
4
|
|
$19.7M
|
-$16.8K
|
-730
|
-0.1%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.1M
|
-$614K
|
-26,696
|
-3%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$18.7M
|
+$4.66M
|
+202,766
|
+33%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$18.3M
|
-$2.06M
|
-89,586
|
-10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$1.77M
|
-77,051
|
-9%
|
|
|
9
|
IMA Advisory Services
Denver,
Colorado
|
$17.5M
|
+$969K
|
+42,140
|
+6%
|
|
|
10
|
Mirador Capital Partners
Pleasanton,
California
|
$17.4M
|
+$4.98M
|
+216,523
|
+40%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$16M
|
+$488K
|
+21,238
|
+3%
|
|
|
12
|
Allspring Global Investments
Charlotte,
North Carolina
|
$13.9M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.5M
|
-$767K
|
-33,351
|
-7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.3M
|
-$248K
|
-10,770
|
-2%
|
|
|
15
|
Collective Family Office
York,
Pennsylvania
|
$8.7M
|
-$190K
|
-8,250
|
-2%
|
|
|
16
|
AJ Wealth Strategies
New York
|
$6.86M
|
–
|
–
|
–
|
|
|
17
|
Tatro Capital
Lexington,
Kentucky
|
$6.45M
|
+$192K
|
+8,353
|
+3%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$6.17M
|
+$288K
|
+12,519
|
+5%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$5.94M
|
-$1.08M
|
-47,123
|
-15%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$5.68M
|
+$771K
|
+33,520
|
+16%
|
|
|
21
|
BCS Wealth Management
Johnson City,
Tennessee
|
$5.52M
|
-$647K
|
-28,145
|
-10%
|
|
|
22
|
Denver PWM
Denver,
Colorado
|
$5.11M
|
+$217K
|
+9,442
|
+4%
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.11M
|
+$96.7K
|
+4,207
|
+2%
|
|
|
24
|
Ironwood Financial
Tucson,
Arizona
|
$4.55M
|
-$1.45M
|
-62,919
|
-24%
|
|
|
25
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$4.54M
|
+$62.8K
|
+2,732
|
+1%
|
|
