|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
+$125M
|
+3,153,427
|
+727%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$39.9M
|
+$8.85M
|
+223,254
|
+29%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$26.4M
|
+$26.1M
|
+657,513
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.9M
|
+$6.8M
|
+171,410
|
+36%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.63M
|
+$255K
|
+6,432
|
+3%
|
|
|
6
|
Lucia Wealth Services
San Diego,
California
|
$8.45M
|
+$1.36M
|
+34,270
|
+19%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.08M
|
+$7M
|
+176,643
|
+713%
|
|
|
8
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.37M
|
+$126K
|
+3,174
|
+9%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.36M
|
+$4.31M
|
+108,624
|
New
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.07M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
-$12.8M
|
-322,101
|
-78%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$3.66M
|
-$237K
|
-5,974
|
-6%
|
|
|
13
|
|
$3.59M
|
-$312K
|
-7,856
|
-8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.3M
|
+$591K
|
+14,899
|
+22%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.86M
|
+$199K
|
+5,018
|
+8%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.23M
|
+$622K
|
+15,695
|
+40%
|
|
|
17
|
Trilogy Capital
Irvine,
California
|
$2.07M
|
-$67.5K
|
-1,702
|
-3%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.91M
|
+$839K
|
+21,162
|
+80%
|
|
|
19
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.75M
|
+$1.23M
|
+30,961
|
+242%
|
|
|
20
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$1.48M
|
-$103K
|
-2,602
|
-7%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.46M
|
+$419K
|
+10,563
|
+41%
|
|
|
22
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.34M
|
+$82.1K
|
+2,070
|
+7%
|
|
|
23
|
Smart Money Group
Eastland,
Texas
|
$1.34M
|
-$170K
|
-4,281
|
-11%
|
|
|
24
|
Brown Advisory
Baltimore,
Maryland
|
$1.08M
|
+$222K
|
+5,610
|
+26%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$9.08K
|
+229
|
+0.9%
|
|
