|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$67.5M
|
+$30.8M
|
+798,057
|
+54%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$63M
|
+$16.8M
|
+435,488
|
+26%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.1M
|
+$15.5M
|
+401,365
|
+24%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$15.3M
|
+$16.3M
|
+422,562
|
+460%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.87M
|
+$1.92M
|
+49,848
|
+20%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$7.16M
|
+$5.35M
|
+138,531
|
+136%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$6.93M
|
+$8.98M
|
+232,743
|
New
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.8M
|
+$3.26M
|
+84,382
|
+59%
|
|
|
10
|
|
$3.38M
|
+$646K
|
+16,741
|
+17%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.25M
|
+$634K
|
+16,419
|
+16%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.99M
|
-$108K
|
-2,794
|
-3%
|
|
|
13
|
Lucia Wealth Services
San Diego,
California
|
$2.43M
|
-$4.01M
|
-103,850
|
-56%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$2.32M
|
+$162K
|
+4,190
|
+6%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$2.29M
|
-$634K
|
-16,433
|
-18%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.18M
|
–
|
–
|
–
|
|
|
17
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.13M
|
-$744K
|
-19,269
|
-21%
|
|
|
18
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.8M
|
–
|
–
|
–
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$1.5M
|
-$99.2K
|
-2,571
|
-5%
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$1.46M
|
-$57.9K
|
-1,500
|
-3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.43M
|
-$310K
|
-8,040
|
-14%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$1.42M
|
+$25.4K
|
+659
|
+1%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$1.36M
|
+$618K
|
+16,009
|
+54%
|
|
|
24
|
|
$1.11M
|
+$48.2K
|
+1,249
|
+3%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.02M
|
+$87.9K
|
+2,277
|
+7%
|
|
