|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$640M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
+$190M
|
+2,925,870
|
+13,862%
|
|
|
3
|
|
$41.7M
|
+$122K
|
+1,871
|
+0.3%
|
|
|
4
|
|
$41M
|
+$6.06M
|
+93,172
|
+17%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
+$9.5M
|
+146,088
|
+79%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$9.47M
|
+145,625
|
+174%
|
|
|
7
|
|
$10.2M
|
+$125K
|
+1,926
|
+1%
|
|
|
8
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.97M
|
+$6.15M
|
+94,621
|
+163%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.71M
|
+$1.44M
|
+22,072
|
+27%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.48M
|
+$4.45M
|
+68,502
|
+224%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$4.4M
|
+$530K
|
+8,146
|
+14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.34M
|
+$193K
|
+2,964
|
+5%
|
|
|
13
|
Private Ocean
San Rafael,
California
|
$3.59M
|
-$56.3K
|
-865
|
-2%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$2.54M
|
+$2.53M
|
+38,909
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2.36M
|
+$196K
|
+3,018
|
+9%
|
|
|
16
|
Nottingham Advisors
Amherst,
New York
|
$2.07M
|
+$27.3K
|
+420
|
+1%
|
|
|
17
|
Retirement Capital Strategies
San Jose,
California
|
$1.98M
|
-$274K
|
-4,216
|
-12%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.42M
|
+$184K
|
+2,823
|
+15%
|
|
|
19
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.41M
|
+$128K
|
+1,972
|
+10%
|
|
|
20
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.33M
|
+$627K
|
+9,645
|
+90%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.12M
|
+$335K
|
+5,145
|
+43%
|
|
|
22
|
Blue Edge Capital
Richmond,
Virginia
|
$1.07M
|
+$524K
|
+8,061
|
+98%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$954K
|
+$43.4K
|
+667
|
+5%
|
|
|
24
|
Legacy Financial Advisors
Covington,
Kentucky
|
$835K
|
+$612K
|
+9,407
|
+279%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$798K
|
+$793K
|
+12,201
|
New
|
|
