|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
+$39M
|
+928,808
|
+106%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$43.3M
|
+$30.2M
|
+718,087
|
+243%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$25.3M
|
+$1.77M
|
+42,130
|
+8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.8M
|
+$6.19M
|
+147,171
|
+36%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$23.2M
|
+$22.8M
|
+542,367
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$18.5M
|
+439,212
|
+1,682%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$16.6M
|
+$3.46M
|
+82,264
|
+27%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.7M
|
+$1.71M
|
+40,688
|
+15%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
+$1.93M
|
+45,850
|
+17%
|
|
|
10
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13.4M
|
+$1.66M
|
+39,552
|
+14%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.82M
|
+$7.45M
|
+177,322
|
+3,216%
|
|
|
12
|
Lucia Wealth Services
San Diego,
California
|
$5.94M
|
+$795K
|
+18,906
|
+16%
|
|
|
13
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$4.01M
|
+$749K
|
+17,829
|
+23%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.68M
|
+$1M
|
+23,845
|
+38%
|
|
|
15
|
|
$3.38M
|
-$815K
|
-19,381
|
-20%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.1M
|
+$540K
|
+12,844
|
+36%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.87M
|
+$728K
|
+17,325
|
+65%
|
|
|
18
|
RHS Financial
San Francisco,
California
|
$1.57M
|
+$305K
|
+7,262
|
+25%
|
|
|
19
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.32M
|
+$130K
|
+3,103
|
+11%
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
$1.2M
|
+$78.8K
|
+1,874
|
+7%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.08M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
-$3.89M
|
-92,461
|
-79%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.04M
|
+$15.1K
|
+360
|
+2%
|
|
|
24
|
|
$963K
|
-$565K
|
-13,448
|
-37%
|
|
|
25
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$923K
|
+$29.6K
|
+704
|
+3%
|
|
