|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$241M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
+$9.41M
|
+274,527
|
+8%
|
|
|
3
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$62.1M
|
–
|
–
|
–
|
|
|
4
|
Prudential plc
London, England,
United Kingdom
|
$53.8M
|
+$194K
|
+5,669
|
+0.4%
|
|
|
5
|
Personal Capital Advisors
Redwood City,
California
|
$43M
|
+$7.38M
|
+215,380
|
+22%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$24M
|
-$254K
|
-7,412
|
-1%
|
|
|
7
|
|
$18.9M
|
+$2.39M
|
+69,617
|
+15%
|
|
|
8
|
|
$17M
|
+$4.02M
|
+117,374
|
+33%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
+$5.28M
|
+153,967
|
+51%
|
|
|
10
|
|
$16M
|
+$2.46M
|
+71,630
|
+19%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$5.64M
|
+164,441
|
+79%
|
|
|
12
|
|
$13.4M
|
+$1.87M
|
+54,502
|
+17%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$10.2M
|
+298,921
|
+844%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$11.1M
|
+$862K
|
+25,159
|
+9%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$10.7M
|
+$1.44M
|
+41,992
|
+16%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.1M
|
+$846K
|
+24,688
|
+10%
|
|
|
17
|
|
$9.61M
|
+$5.87M
|
+171,238
|
+178%
|
|
|
18
|
|
$9.52M
|
+$2.04M
|
+59,519
|
+29%
|
|
|
19
|
Round Table Services
Westfield,
New Jersey
|
$9.28M
|
+$332K
|
+9,685
|
+4%
|
|
|
20
|
Private Ocean
San Rafael,
California
|
$8.07M
|
+$713K
|
+20,810
|
+10%
|
|
|
21
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$7.07M
|
+$1.26M
|
+36,658
|
+23%
|
|
|
22
|
Nottingham Advisors
Amherst,
New York
|
$6.19M
|
+$46.3K
|
+1,351
|
+0.8%
|
|
|
23
|
PAX Financial Group
San Antonio,
Texas
|
$5.22M
|
+$5.04M
|
+147,126
|
New
|
|
|
24
|
Oxford Financial Group
Carmel,
Indiana
|
$5.19M
|
+$16.1K
|
+470
|
+0.3%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.2M
|
+$465K
|
+13,578
|
+13%
|
|
