|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$52.6M
|
+$10.2M
|
+235,392
|
+26%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.1M
|
+$10.3M
|
+238,286
|
+26%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$437K
|
+10,132
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
+$2.58M
|
+59,731
|
+7%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$32.3M
|
+$1.25M
|
+28,955
|
+4%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.6M
|
+$1.6M
|
+37,155
|
+9%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$18.8M
|
+$182K
|
+4,227
|
+1%
|
|
|
9
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$17.5M
|
+$4.34M
|
+100,595
|
+35%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.27M
|
-$4.79M
|
-110,858
|
-38%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.32M
|
+$1.13M
|
+26,173
|
+19%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.53M
|
+$6.19M
|
+143,321
|
New
|
|
|
13
|
Lucia Wealth Services
San Diego,
California
|
$4.61M
|
-$965K
|
-22,347
|
-18%
|
|
|
14
|
|
$4.21M
|
-$602K
|
-13,935
|
-13%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.81M
|
+$494K
|
+11,433
|
+16%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$3.17M
|
+$1.05M
|
+24,376
|
+54%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.08M
|
-$1.21K
|
-28
|
-0%
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.66M
|
+$779K
|
+18,055
|
+45%
|
|
|
19
|
|
$2.59M
|
+$1.59M
|
+36,934
|
+185%
|
|
|
20
|
Syntal Capital Partners
Midland,
Texas
|
$2.44M
|
+$1.52M
|
+35,101
|
+191%
|
|
|
21
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$2.41M
|
+$2.29M
|
+52,987
|
New
|
|
|
22
|
|
$2.34M
|
+$1.25K
|
+29
|
+0.1%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$1.97M
|
+$1.87M
|
+43,224
|
New
|
|
|
24
|
|
$1.57M
|
-$5.83M
|
-135,129
|
-80%
|
|
|
25
|
Equitable Holdings
New York
|
$1.47M
|
+$1.39M
|
+32,266
|
New
|
|
