|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$640M
|
–
|
–
|
–
|
|
|
2
|
|
$41M
|
+$7.16M
|
+112,919
|
+22%
|
|
|
3
|
|
$34.4M
|
+$11.3M
|
+177,599
|
+50%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$6.15M
|
+96,936
|
+111%
|
|
|
5
|
|
$9.96M
|
+$1.88M
|
+29,605
|
+24%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.41M
|
+$3.64M
|
+57,379
|
+216%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.2M
|
+$811K
|
+12,783
|
+19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.09M
|
-$2.36M
|
-37,195
|
-37%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$3.82M
|
+$2.32M
|
+36,557
|
+162%
|
|
|
10
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.73M
|
+$1.98M
|
+31,161
|
+117%
|
|
|
11
|
Private Ocean
San Rafael,
California
|
$3.6M
|
+$13.8K
|
+217
|
+0.4%
|
|
|
12
|
Retirement Capital Strategies
San Jose,
California
|
$2.22M
|
+$55.7K
|
+879
|
+3%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$2.13M
|
+$793K
|
+12,502
|
+61%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.03M
|
+$1.27M
|
+20,036
|
+175%
|
|
|
15
|
Nottingham Advisors
Amherst,
New York
|
$2.01M
|
+$944K
|
+14,886
|
+91%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.97M
|
+$9.19K
|
+145
|
+0.5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.36M
|
+$472K
|
+7,442
|
+54%
|
|
|
18
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.27M
|
+$350K
|
+5,515
|
+39%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$132K
|
-2,086
|
-10%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$899K
|
+$474K
|
+7,481
|
+116%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$776K
|
+$397K
|
+6,255
|
+108%
|
|
|
22
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$695K
|
-$3.36K
|
-53
|
-0.5%
|
|
|
23
|
North American Management
Boston,
Massachusetts
|
$695K
|
+$11.1K
|
+175
|
+2%
|
|
|
24
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$592K
|
-$4.31K
|
-68
|
-0.7%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$560K
|
+$109K
|
+1,721
|
+25%
|
|
