|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$122M
|
+$7.09M
|
+189,376
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
+$6.39M
|
+170,623
|
+6%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$110M
|
+$5.95M
|
+158,819
|
+6%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.8M
|
+$1.68M
|
+44,932
|
+8%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$19.4M
|
+$344K
|
+9,191
|
+2%
|
|
|
7
|
|
$14.3M
|
+$5.49M
|
+146,651
|
+62%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
+$2.62M
|
+69,927
|
+32%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$8.57M
|
+$2.61M
|
+69,583
|
+43%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$8.51M
|
-$587K
|
-15,680
|
-6%
|
|
|
11
|
Financial Management Professionals
Austin,
Texas
|
$8.35M
|
-$711K
|
-18,979
|
-8%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$5.45M
|
-$343K
|
-9,150
|
-6%
|
|
|
13
|
|
$5.14M
|
+$1.45M
|
+38,804
|
+39%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.82M
|
+$102K
|
+2,735
|
+2%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.88M
|
–
|
–
|
–
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.68M
|
+$1.53M
|
+40,894
|
+73%
|
|
|
17
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$2.92M
|
–
|
–
|
–
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$2.46M
|
-$51.2K
|
-1,367
|
-2%
|
|
|
19
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.27M
|
+$76.5K
|
+2,043
|
+3%
|
|
|
20
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.99M
|
+$1.11M
|
+29,555
|
+124%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.85M
|
-$8.8K
|
-235
|
-0.5%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$1.6M
|
-$166K
|
-4,423
|
-9%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.32M
|
+$1.32M
|
+35,339
|
New
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$189K
|
-5,059
|
-13%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$1.18M
|
+31,541
|
New
|
|
