|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$110M
|
+$32.6M
|
+975,963
|
+46%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$32.1M
|
+961,007
|
+47%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$99.9M
|
+$17.7M
|
+530,440
|
+23%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20.3M
|
+$11.3M
|
+338,924
|
+148%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$18.2M
|
-$140K
|
-4,187
|
-0.8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$8.72M
|
+$112K
|
+3,346
|
+1%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$8.68M
|
+$345K
|
+10,349
|
+4%
|
|
|
9
|
|
$8.45M
|
+$6.66M
|
+199,571
|
+537%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.85M
|
-$2.59M
|
-77,768
|
-26%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.73M
|
+$2M
|
+60,051
|
+60%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$5.54M
|
+$2.62M
|
+78,419
|
+102%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.52M
|
+$346K
|
+10,369
|
+9%
|
|
|
14
|
|
$3.54M
|
-$481K
|
-14,409
|
-13%
|
|
|
15
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$2.71M
|
–
|
–
|
–
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$2.4M
|
-$351K
|
-10,520
|
-14%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$2.38M
|
+$2.22M
|
+66,592
|
New
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.18M
|
–
|
–
|
–
|
|
|
19
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.1M
|
-$425K
|
-12,730
|
-18%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.99M
|
+$1.86M
|
+55,864
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.78M
|
+$972K
|
+29,126
|
+140%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$1.73M
|
+$42.9K
|
+1,286
|
+3%
|
|
|
23
|
Summit X LLC
Chesterfield,
Missouri
|
$1.35M
|
+$675K
|
+20,227
|
+115%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.35M
|
-$327K
|
-9,808
|
-21%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$1.26M
|
+$1.18M
|
+35,283
|
New
|
|
