|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$72.1M
|
+$14.5M
|
+349,484
|
+26%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.8M
|
+$14M
|
+338,788
|
+26%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$63M
|
+$7.14M
|
+172,397
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
+$775K
|
+18,717
|
+8%
|
|
|
6
|
Lucia Wealth Services
San Diego,
California
|
$7.96M
|
-$1.71M
|
-41,278
|
-18%
|
|
|
7
|
Advisor Group
Phoenix,
Arizona
|
$7.21M
|
+$4.38M
|
+105,682
|
+170%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.17M
|
-$3.22M
|
-77,786
|
-35%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.43M
|
+$240K
|
+5,800
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.38M
|
+$1.48M
|
+35,830
|
+54%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.28M
|
+$631K
|
+15,221
|
+18%
|
|
|
12
|
|
$4.15M
|
+$3.52M
|
+84,965
|
+717%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$3.97M
|
+$64.7K
|
+1,561
|
+2%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.94M
|
+$503K
|
+12,153
|
+15%
|
|
|
15
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.9M
|
+$1.21M
|
+29,136
|
+47%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$3.16M
|
+$49.8K
|
+1,203
|
+2%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.06M
|
–
|
–
|
–
|
|
|
18
|
|
$2.88M
|
+$2.29M
|
+55,280
|
+470%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2.4M
|
-$131K
|
-3,171
|
-5%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$2.16M
|
+$2.09M
|
+50,440
|
New
|
|
|
21
|
Trilogy Capital
Irvine,
California
|
$2.07M
|
-$62.3K
|
-1,505
|
-3%
|
|
|
22
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$2.06M
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.01M
|
+$89.6K
|
+2,164
|
+5%
|
|
|
24
|
|
$1.54M
|
+$19K
|
+459
|
+1%
|
|
|
25
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$1.48M
|
-$25.2K
|
-608
|
-2%
|
|
