|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$51M
|
+$13.6M
|
+329,893
|
+29%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.8M
|
+$8.96M
|
+216,648
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$45.9M
|
+$16.1M
|
+388,439
|
+41%
|
|
|
5
|
Strategic Financial Services
Utica,
New York
|
$41.1M
|
+$20.1M
|
+487,098
|
+69%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$36.4M
|
+$2.15M
|
+51,983
|
+5%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.7M
|
+$4.67M
|
+112,925
|
+26%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$15.4M
|
+$1.5M
|
+36,393
|
+9%
|
|
|
9
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$14M
|
+$987K
|
+23,865
|
+6%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$8.35M
|
+$3.41M
|
+82,428
|
+51%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.32M
|
+$4.08M
|
+98,792
|
+69%
|
|
|
12
|
Armbruster Capital Management
Pittsford,
New York
|
$5.67M
|
+$6.83M
|
+165,125
|
New
|
|
|
13
|
Pasadena Private Wealth
Pasadena,
California
|
$5.15M
|
+$5.89M
|
+142,608
|
New
|
|
|
14
|
Syntal Capital Partners
Midland,
Texas
|
$3.73M
|
+$2.28M
|
+55,086
|
+103%
|
|
|
15
|
|
$3.63M
|
+$2.02M
|
+48,884
|
+86%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$2.7M
|
+$370K
|
+8,959
|
+13%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.52M
|
-$300K
|
-7,248
|
-9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.31M
|
-$4.73M
|
-114,333
|
-63%
|
|
|
19
|
|
$2.28M
|
-$1.09M
|
-26,276
|
-28%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.12M
|
+$2.54M
|
+61,560
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.08M
|
-$299K
|
-7,229
|
-11%
|
|
|
22
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$1.76M
|
-$68K
|
-1,645
|
-3%
|
|
|
23
|
|
$1.76M
|
-$1.12K
|
-27
|
-0.1%
|
|
|
24
|
Lucia Wealth Services
San Diego,
California
|
$1.53M
|
-$2.35M
|
-56,767
|
-56%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
$1.42M
|
-$82.2K
|
-1,989
|
-5%
|
|
