|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.9M
|
+$10.5M
|
+260,094
|
+42%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$21.3M
|
+$22.2M
|
+548,690
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
+$16.6M
|
+409,632
|
New
|
|
|
4
|
Meridian Management
Little Rock,
Arkansas
|
$11.9M
|
+$533K
|
+13,199
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
-$4.75M
|
-117,559
|
-28%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$1.2M
|
+29,793
|
+12%
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.6M
|
+$3.36M
|
+83,034
|
+44%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$3.26M
|
+80,614
|
+43%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.2M
|
+$8.97M
|
+221,994
|
+536%
|
|
|
10
|
Lucia Wealth Services
San Diego,
California
|
$4.65M
|
-$1.62M
|
-40,144
|
-25%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.53M
|
+$3.13M
|
+77,507
|
+196%
|
|
|
12
|
WealthTrust Fairport
Cleveland,
Ohio
|
$4.34M
|
-$2.3M
|
-56,795
|
-34%
|
|
|
13
|
|
$3.81M
|
-$2.15M
|
-53,257
|
-35%
|
|
|
14
|
|
$3.74M
|
-$801K
|
-19,827
|
-17%
|
|
|
15
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$2.94M
|
-$70.7K
|
-1,749
|
-2%
|
|
|
16
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.41M
|
+$1.92M
|
+47,451
|
+322%
|
|
|
17
|
Ruggie Capital Group
Tavares,
Florida
|
$1.62M
|
+$1.41M
|
+34,892
|
+503%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.38M
|
+$1.44M
|
+35,567
|
New
|
|
|
19
|
Opes Advisors
Cupertino,
California
|
$1.28M
|
-$3.01M
|
-74,594
|
-69%
|
|
|
20
|
RHS Financial
San Francisco,
California
|
$1.14M
|
+$1.19M
|
+29,538
|
New
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.09M
|
-$578K
|
-14,295
|
-34%
|
|
|
22
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.07M
|
-$217K
|
-5,378
|
-16%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
-$1.8M
|
-44,571
|
-63%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$1.01M
|
+$73.1K
|
+1,808
|
+7%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.01M
|
+$1.06M
|
+26,114
|
New
|
|
