|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.4M
|
+$54.5M
|
+968,753
|
New
|
|
|
2
|
|
$35.8M
|
+$531K
|
+9,451
|
+2%
|
|
|
3
|
|
$25.9M
|
+$25.9M
|
+461,139
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.7M
|
-$520K
|
-9,254
|
-2%
|
|
|
5
|
Signify Wealth
Saint Louis,
Missouri
|
$19.6M
|
-$3.08M
|
-54,704
|
-14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$183K
|
+3,261
|
+1%
|
|
|
7
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$16.4M
|
-$1.54M
|
-27,433
|
-9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
-$1.25M
|
-22,251
|
-7%
|
|
|
9
|
Biltmore Wealth Management
Tempe,
Arizona
|
$15.3M
|
-$53.4K
|
-949
|
-0.3%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$12.7M
|
-$1.88M
|
-33,467
|
-13%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$12.7M
|
+$834K
|
+14,830
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$729K
|
+12,965
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
-$2.41M
|
-42,908
|
-19%
|
|
|
14
|
Steph & Co
Marinette,
Wisconsin
|
$7.26M
|
-$41.4K
|
-737
|
-0.6%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$6.62M
|
+$587K
|
+10,446
|
+10%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.43M
|
+$111K
|
+1,971
|
+2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.97M
|
-$25.4K
|
-452
|
-0.4%
|
|
|
18
|
|
$5.41M
|
+$159K
|
+2,827
|
+3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.33M
|
+$208K
|
+3,707
|
+5%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$4.27M
|
-$1.85M
|
-32,929
|
-30%
|
|
|
21
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.94M
|
-$9.11K
|
-162
|
-0.2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.92M
|
-$1.5M
|
-26,725
|
-28%
|
|
|
23
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.87M
|
+$680K
|
+12,089
|
+21%
|
|
|
24
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.7M
|
+$10.9K
|
+193
|
+0.3%
|
|
|
25
|
R.M. Davis Inc
Portland,
Maine
|
$3.68M
|
+$440K
|
+7,825
|
+14%
|
|
