|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.2M
|
–
|
–
|
–
|
|
|
2
|
|
$34.1M
|
+$5.15M
|
+90,907
|
+18%
|
|
|
3
|
Signify Wealth
Saint Louis,
Missouri
|
$24.2M
|
-$1.51M
|
-26,659
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.6M
|
-$8.14M
|
-143,745
|
-27%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
+$337K
|
+5,949
|
+2%
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$17.4M
|
-$646K
|
-11,407
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$827K
|
+14,607
|
+5%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$13.3M
|
+$2.38M
|
+42,089
|
+22%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
+$517K
|
+9,127
|
+5%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.6M
|
+$324K
|
+5,722
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.67M
|
+$431K
|
+7,618
|
+5%
|
|
|
12
|
Steph & Co
Marinette,
Wisconsin
|
$7.2M
|
+$123K
|
+2,165
|
+2%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.32M
|
-$334K
|
-5,896
|
-5%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.97M
|
+$1M
|
+17,692
|
+20%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$5.69M
|
-$114K
|
-2,019
|
-2%
|
|
|
16
|
|
$5.61M
|
+$5.05M
|
+89,256
|
+932%
|
|
|
17
|
|
$5.17M
|
-$1.02M
|
-17,961
|
-16%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$5.07M
|
+$4.84M
|
+85,503
|
+2,306%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$4.59M
|
+$299K
|
+5,286
|
+7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.36M
|
+$374K
|
+6,604
|
+9%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.21M
|
+$242K
|
+4,282
|
+6%
|
|
|
22
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.1M
|
+$158K
|
+2,795
|
+4%
|
|
|
23
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.87M
|
+$105K
|
+1,856
|
+3%
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.46M
|
-$217K
|
-3,830
|
-6%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$2.87M
|
-$46.8K
|
-826
|
-2%
|
|
