|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$47.5M
|
+$7.44M
|
+184,836
|
+19%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$40.7M
|
+$14.2M
|
+352,961
|
+54%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.7M
|
+$12.6M
|
+313,983
|
+49%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.7M
|
+$2.59M
|
+64,299
|
+32%
|
|
|
6
|
Lucia Wealth Services
San Diego,
California
|
$10.1M
|
+$1.58M
|
+39,282
|
+19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.85M
|
+$177K
|
+4,399
|
+2%
|
|
|
8
|
|
$5.5M
|
+$1.89M
|
+47,036
|
+53%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.08M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
-$15K
|
-374
|
-0.4%
|
|
|
11
|
Cerity Partners OCIO
New York
|
$3.69M
|
+$7.04K
|
+175
|
+0.2%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.94M
|
+$728K
|
+18,099
|
+33%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$2.94M
|
+$2.93M
|
+72,837
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.83M
|
-$481K
|
-11,961
|
-15%
|
|
|
15
|
Edge Capital Group
Atlanta,
Georgia
|
$2.72M
|
+$2.71M
|
+67,462
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.7M
|
+$2.7M
|
+67,122
|
New
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.57M
|
+$803K
|
+19,955
|
+46%
|
|
|
18
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.19M
|
+$1.59M
|
+39,620
|
+268%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.11M
|
+$186K
|
+4,623
|
+10%
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$2.04M
|
-$42.6K
|
-1,058
|
-2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.64M
|
-$1.23M
|
-30,628
|
-43%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.53M
|
+$61.2K
|
+1,521
|
+4%
|
|
|
23
|
|
$1.52M
|
+$899K
|
+22,350
|
+145%
|
|
|
24
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$1.39M
|
-$93.4K
|
-2,320
|
-6%
|
|
|
25
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.38M
|
-$108K
|
-2,682
|
-7%
|
|
