|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$241M
|
–
|
–
|
–
|
|
|
2
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$122M
|
+$57.4M
|
+1,699,169
|
+91%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$8.13M
|
-240,810
|
-7%
|
|
|
4
|
Prudential plc
London, England,
United Kingdom
|
$50.7M
|
+$50.4M
|
+1,491,958
|
New
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$28.1M
|
+$7M
|
+207,332
|
+34%
|
|
|
6
|
|
$26M
|
+$23.5M
|
+696,478
|
+1,004%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$972K
|
+28,799
|
+4%
|
|
|
8
|
|
$12.1M
|
+$1.91M
|
+56,461
|
+19%
|
|
|
9
|
|
$12.1M
|
+$2.27M
|
+67,162
|
+23%
|
|
|
10
|
|
$9.83M
|
+$853K
|
+25,263
|
+10%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$9.08M
|
+$706K
|
+20,898
|
+8%
|
|
|
12
|
Round Table Services
Westfield,
New Jersey
|
$8.58M
|
+$14K
|
+414
|
+0.2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.4M
|
+$2.26M
|
+67,045
|
+37%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.21M
|
+$1.28M
|
+37,939
|
+19%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$7.91M
|
+$1.63M
|
+48,174
|
+26%
|
|
|
16
|
|
$7.63M
|
+$7.58M
|
+224,541
|
New
|
|
|
17
|
Private Ocean
San Rafael,
California
|
$6.33M
|
+$869K
|
+25,754
|
+16%
|
|
|
18
|
|
$5.91M
|
+$278K
|
+8,243
|
+4%
|
|
|
19
|
Nottingham Advisors
Amherst,
New York
|
$5.84M
|
-$97.7K
|
-2,895
|
-2%
|
|
|
20
|
Oxford Financial Group
Carmel,
Indiana
|
$4.26M
|
+$555K
|
+16,427
|
+15%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.94M
|
+$2.04M
|
+60,521
|
+110%
|
|
|
22
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3.26M
|
+$1.39M
|
+41,167
|
+75%
|
|
|
23
|
Mission Wealth Management
Santa Barbara,
California
|
$2.73M
|
+$406K
|
+12,035
|
+18%
|
|
|
24
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.42M
|
-$245K
|
-7,267
|
-9%
|
|
|
25
|
Highland Private Wealth Management
Bellevue,
Washington
|
$2.19M
|
+$375K
|
+11,120
|
+21%
|
|
