|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$640M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
+$26.6M
|
+391,338
|
+13%
|
|
|
3
|
|
$59.6M
|
+$14.1M
|
+207,422
|
+33%
|
|
|
4
|
|
$44.5M
|
-$940K
|
-13,804
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
+$11.9M
|
+174,978
|
+53%
|
|
|
6
|
|
$34.1M
|
+$21.9M
|
+322,103
|
+206%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
+$6.54M
|
+96,053
|
+42%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$6.39M
|
+93,834
|
+95%
|
|
|
9
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$13.7M
|
+$2.65M
|
+38,963
|
+26%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.77M
|
+$1.38M
|
+20,301
|
+20%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.65M
|
+$3.74M
|
+54,923
|
+83%
|
|
|
12
|
PAX Financial Group
San Antonio,
Texas
|
$8.46M
|
+$7.65M
|
+112,436
|
New
|
|
|
13
|
|
$5.74M
|
+$5.48M
|
+80,539
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.45M
|
+$615K
|
+9,034
|
+13%
|
|
|
15
|
Highland Private Wealth Management
Bellevue,
Washington
|
$4.86M
|
+$4.64M
|
+68,183
|
New
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$3.84M
|
-$77.1K
|
-1,132
|
-2%
|
|
|
17
|
Vivid Financial Management
Orcutt,
California
|
$3.77M
|
+$3.46M
|
+50,837
|
New
|
|
|
18
|
Retirement Capital Strategies
San Jose,
California
|
$3.13M
|
+$933K
|
+13,705
|
+45%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$3.03M
|
+$244K
|
+3,581
|
+9%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3M
|
+$409K
|
+6,002
|
+17%
|
|
|
21
|
Nottingham Advisors
Amherst,
New York
|
$2.46M
|
+$193K
|
+2,829
|
+9%
|
|
|
22
|
Blue Edge Capital
Richmond,
Virginia
|
$2.24M
|
+$1.02M
|
+15,052
|
+92%
|
|
|
23
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.21M
|
+$718K
|
+10,547
|
+52%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2M
|
+$735K
|
+10,801
|
+63%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.95M
|
+$377K
|
+5,543
|
+25%
|
|
