|
1
|
|
$1.39B
|
-$281M
|
-5,639,256
|
-17%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$495M
|
+$455M
|
+9,148,214
|
+7,982%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$357M
|
+$346M
|
+6,942,784
|
+6,345%
|
|
|
4
|
|
$207M
|
-$10.7M
|
-215,901
|
-5%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$128M
|
+$1.07M
|
+21,435
|
+0.9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$24M
|
+481,742
|
+28%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.9M
|
+$8.4M
|
+168,856
|
+13%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$71.7M
|
+$7.66M
|
+153,833
|
+12%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$69.9M
|
+$5.48M
|
+110,127
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$65.5M
|
-$1.97M
|
-39,625
|
-3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$57.3M
|
-$236K
|
-4,744
|
-0.4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.4M
|
+$5.6M
|
+112,497
|
+15%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$28.8M
|
+$8.04M
|
+161,629
|
+40%
|
|
|
14
|
KeyBank National Association
Cleveland,
Ohio
|
$24.1M
|
-$766K
|
-15,398
|
-3%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.7M
|
-$56.3K
|
-1,132
|
-0.3%
|
|
|
16
|
Stadion Money Management
Watkinsville,
Georgia
|
$16.6M
|
-$532K
|
-10,700
|
-3%
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$14.3M
|
+$842K
|
+16,921
|
+6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$14M
|
+$127K
|
+2,554
|
+0.9%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$3.56M
|
+71,582
|
+36%
|
|
|
20
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$12.6M
|
+$5.24M
|
+105,316
|
+73%
|
|
|
21
|
Whitney & Co
Rochester,
New York
|
$11M
|
+$2.8M
|
+56,266
|
+35%
|
|
|
22
|
Karp Capital Management
Sausalito,
California
|
$8.39M
|
+$1.05M
|
+21,179
|
+15%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$7.4M
|
+$60K
|
+1,206
|
+0.8%
|
|
|
24
|
ETF Portfolio Partners
Leawood,
Kansas
|
$6.69M
|
+$114K
|
+2,293
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.57M
|
-$1.75M
|
-35,215
|
-24%
|
|
