|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$90M
|
-$2.17M
|
-85,371
|
-2%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$66.2M
|
-$14.1M
|
-555,010
|
-18%
|
|
|
4
|
|
$56.9M
|
+$1.64M
|
+64,516
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$55.8M
|
-$6.82M
|
-268,240
|
-11%
|
|
|
6
|
|
$54.8M
|
+$287K
|
+11,302
|
+0.5%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$36M
|
+$1.94M
|
+76,268
|
+6%
|
|
|
8
|
Foster & Motley
Cincinnati,
Ohio
|
$29.9M
|
+$1.04M
|
+41,028
|
+4%
|
|
|
9
|
American Economic Planning Group
Warren,
New Jersey
|
$25.3M
|
-$30K
|
-1,179
|
-0.1%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$20.6M
|
+$5.23M
|
+205,575
|
+34%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$20M
|
-$254K
|
-9,984
|
-1%
|
|
|
12
|
Meridian Management
Little Rock,
Arkansas
|
$20M
|
+$387K
|
+15,216
|
+2%
|
|
|
13
|
|
$18.9M
|
-$32.3M
|
-1,270,493
|
-63%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.5M
|
+$5.06M
|
+199,032
|
+41%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
-$1.97M
|
-77,605
|
-11%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
-$3.37M
|
-132,574
|
-20%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13.6M
|
-$1.92M
|
-75,409
|
-12%
|
|
|
18
|
Well Done LLC
Holland,
Michigan
|
$10.1M
|
-$7.73K
|
-304
|
-0.1%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.94M
|
+$1.34M
|
+52,770
|
+16%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.03M
|
+$3.56M
|
+140,059
|
+80%
|
|
|
21
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$6.5M
|
+$585K
|
+22,981
|
+10%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.36M
|
–
|
–
|
–
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.34M
|
-$25K
|
-981
|
-0.4%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.89M
|
+$364K
|
+14,318
|
+7%
|
|
|
25
|
Cribstone Capital Management
Augusta,
Maine
|
$5.35M
|
-$272K
|
-10,697
|
-5%
|
|
