|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$241M
|
+$177M
|
+5,309,610
|
+30,391%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
+$30.1M
|
+904,651
|
+38%
|
|
|
3
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$63.8M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$23.1M
|
+$647K
|
+19,452
|
+3%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$21.1M
|
+$20.6M
|
+618,110
|
New
|
|
|
6
|
|
$10.2M
|
+$2.67M
|
+80,236
|
+37%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.94M
|
+$4.86M
|
+146,149
|
+100%
|
|
|
8
|
|
$9.84M
|
+$832K
|
+25,019
|
+9%
|
|
|
9
|
|
$8.99M
|
+$2.29M
|
+68,804
|
+35%
|
|
|
10
|
Round Table Services
Westfield,
New Jersey
|
$8.58M
|
+$234K
|
+7,024
|
+3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.38M
|
+$3.19M
|
+96,007
|
+64%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.93M
|
+$1.08M
|
+32,419
|
+19%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$6.28M
|
+$2.55M
|
+76,507
|
+71%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.14M
|
+$2.76M
|
+83,034
|
+85%
|
|
|
15
|
Nottingham Advisors
Amherst,
New York
|
$5.95M
|
+$5.43M
|
+163,316
|
+1,445%
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$5.46M
|
-$3.19M
|
-95,945
|
-37%
|
|
|
17
|
|
$4.91M
|
+$3.92M
|
+117,868
|
+114%
|
|
|
18
|
Oxford Financial Group
Carmel,
Indiana
|
$3.71M
|
+$2.62M
|
+78,749
|
+262%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.67M
|
+$65.6K
|
+1,971
|
+3%
|
|
|
20
|
|
$2.36M
|
-$3.63M
|
-109,191
|
-61%
|
|
|
21
|
Mission Wealth Management
Santa Barbara,
California
|
$2.32M
|
+$395K
|
+11,883
|
+21%
|
|
|
22
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.12M
|
-$118K
|
-3,545
|
-5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.09M
|
-$4.01M
|
-120,631
|
-66%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$801K
|
+24,091
|
+77%
|
|
|
25
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.86M
|
+$1.03M
|
+31,041
|
+131%
|
|
