|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$156M
|
+$5.09M
|
+120,839
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$150M
|
+$3.73M
|
+88,635
|
+3%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$143M
|
+$6.91M
|
+164,050
|
+6%
|
|
|
5
|
|
$25.8M
|
+$7.63M
|
+181,362
|
+47%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$24.3M
|
+$533K
|
+12,661
|
+2%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.7M
|
-$5.79M
|
-137,618
|
-22%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
+$5.76M
|
+136,782
|
+47%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$10.1M
|
-$151K
|
-3,585
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.89M
|
-$1.5M
|
-35,669
|
-16%
|
|
|
11
|
|
$6.42M
|
+$103K
|
+2,451
|
+2%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$6.08M
|
-$560K
|
-13,300
|
-9%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.82M
|
-$88K
|
-2,090
|
-2%
|
|
|
14
|
Addison Advisors
Middlebury,
Vermont
|
$5.48M
|
+$5.04M
|
+119,670
|
New
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.76M
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$4.62M
|
+$3.04M
|
+72,186
|
+251%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.61M
|
-$918K
|
-21,804
|
-23%
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$3.2M
|
+$692K
|
+16,448
|
+31%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$3.09M
|
+$63.1K
|
+1,500
|
+2%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$2.96M
|
+$2.72M
|
+64,616
|
New
|
|
|
21
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.76M
|
-$26.4K
|
-627
|
-1%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.65M
|
+$350K
|
+8,304
|
+17%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.9M
|
+$261K
|
+6,206
|
+18%
|
|
|
24
|
Trilogy Capital
Irvine,
California
|
$1.81M
|
-$142K
|
-3,362
|
-8%
|
|
|
25
|
First Ascent Asset Management
Denver,
Colorado
|
$1.6M
|
+$282K
|
+6,694
|
+24%
|
|
