|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$97.1M
|
+$5.58M
|
+127,554
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.1M
|
+$5.23M
|
+119,622
|
+6%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$54.8M
|
+$417K
|
+9,544
|
+0.8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$53.5M
|
-$1.1M
|
-25,054
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$37.2M
|
-$7.34M
|
-167,855
|
-17%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$20.4M
|
+$472K
|
+10,800
|
+2%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.1M
|
+$56.5K
|
+1,293
|
+0.3%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.1M
|
+$478K
|
+10,932
|
+5%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$11M
|
+$171K
|
+3,915
|
+2%
|
|
|
11
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.9M
|
-$5.7M
|
-130,391
|
-34%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$10.3M
|
+$324K
|
+7,412
|
+3%
|
|
|
13
|
|
$6.96M
|
+$1.86M
|
+42,529
|
+37%
|
|
|
14
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.88M
|
+$5.86M
|
+134,035
|
New
|
|
|
15
|
Syntal Capital Partners
Midland,
Texas
|
$4.91M
|
-$5.33K
|
-122
|
-0.1%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$4.25M
|
+$436K
|
+9,959
|
+11%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$4.2M
|
-$14.6K
|
-333
|
-0.3%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.75M
|
+$116K
|
+2,663
|
+3%
|
|
|
19
|
|
$3.46M
|
-$431K
|
-9,851
|
-11%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.15M
|
+$1.1M
|
+25,125
|
+54%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
-$154K
|
-3,521
|
-5%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.69M
|
+$1.03M
|
+23,505
|
+62%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$2.33M
|
+$106K
|
+2,417
|
+5%
|
|
|
24
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$2.1M
|
-$52.7K
|
-1,205
|
-2%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.08M
|
–
|
–
|
–
|
|
