|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$53.1M
|
+$12.8M
|
+320,471
|
+32%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.3M
|
+$14M
|
+351,210
|
+37%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$51.7M
|
+$4.63M
|
+115,987
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.14M
|
+$384K
|
+9,623
|
+4%
|
|
|
6
|
Lucia Wealth Services
San Diego,
California
|
$9.05M
|
-$925K
|
-23,149
|
-9%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.84M
|
-$1.76M
|
-44,066
|
-17%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.27M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.88M
|
+$194K
|
+4,853
|
+5%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$3.66M
|
+$8.55K
|
+214
|
+0.2%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.37M
|
+$466K
|
+11,669
|
+16%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.18M
|
+$636K
|
+15,931
|
+25%
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$2.89M
|
-$15.9K
|
-398
|
-0.5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$2.65M
|
+$2.65M
|
+66,367
|
New
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$2.48M
|
+$2.21M
|
+55,333
|
+799%
|
|
|
16
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.46M
|
+$293K
|
+7,333
|
+13%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.36M
|
-$443K
|
-11,081
|
-16%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.26M
|
+$175K
|
+4,387
|
+8%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$1.98M
|
-$14.3K
|
-358
|
-0.7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$271K
|
+6,788
|
+18%
|
|
|
21
|
|
$1.41M
|
-$4.04M
|
-101,047
|
-74%
|
|
|
22
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$1.4M
|
+$19.7K
|
+493
|
+1%
|
|
|
23
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.37M
|
+$15.2K
|
+380
|
+1%
|
|
|
24
|
Smart Money Group
Eastland,
Texas
|
$1.19M
|
-$74.9K
|
-1,876
|
-6%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.17M
|
-$56.5K
|
-1,414
|
-5%
|
|
