|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$241M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$9.23M
|
+280,807
|
+9%
|
|
|
3
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$56.2M
|
-$60.7M
|
-1,847,181
|
-52%
|
|
|
4
|
Prudential plc
London, England,
United Kingdom
|
$48.5M
|
+$15.9K
|
+485
|
+0%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$31.9M
|
+$5.15M
|
+156,704
|
+19%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
-$1.08M
|
-32,820
|
-5%
|
|
|
7
|
|
$14.8M
|
+$3.27M
|
+99,438
|
+28%
|
|
|
8
|
|
$12.2M
|
+$2.82M
|
+85,655
|
+30%
|
|
|
9
|
|
$12.1M
|
–
|
–
|
–
|
|
|
10
|
|
$10.4M
|
-$14.7M
|
-447,541
|
-58%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.73M
|
+$1.7M
|
+51,790
|
+21%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$9.18M
|
+$511K
|
+15,550
|
+6%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.34M
|
+$494K
|
+15,030
|
+6%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$8.3M
|
+$741K
|
+22,531
|
+10%
|
|
|
15
|
Round Table Services
Westfield,
New Jersey
|
$8.09M
|
-$127K
|
-3,855
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.78M
|
+$3.05M
|
+92,760
|
+80%
|
|
|
17
|
|
$6.68M
|
-$787K
|
-23,949
|
-10%
|
|
|
18
|
Private Ocean
San Rafael,
California
|
$6.63M
|
+$580K
|
+17,655
|
+9%
|
|
|
19
|
Nottingham Advisors
Amherst,
New York
|
$5.56M
|
-$28.4K
|
-865
|
-0.5%
|
|
|
20
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$5.21M
|
+$2.11M
|
+64,213
|
+67%
|
|
|
21
|
Oxford Financial Group
Carmel,
Indiana
|
$4.69M
|
+$618K
|
+18,792
|
+15%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.36M
|
+$3.31M
|
+100,588
|
+3,860%
|
|
|
23
|
|
$3.13M
|
+$1.74M
|
+52,982
|
+122%
|
|
|
24
|
Mission Wealth Management
Santa Barbara,
California
|
$3.03M
|
+$427K
|
+12,990
|
+16%
|
|
|
25
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.34M
|
+$317K
|
+9,628
|
+15%
|
|
