|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$185M
|
+$6.79M
|
+134,404
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$177M
|
+$5.57M
|
+110,272
|
+3%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$169M
|
+$5.46M
|
+108,091
|
+3%
|
|
|
5
|
|
$37.7M
|
+$7.79M
|
+154,194
|
+27%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$26M
|
-$1.82M
|
-36,004
|
-7%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.9M
|
+$1.02M
|
+20,127
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$25.7M
|
+$3.17M
|
+62,828
|
+15%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12.5M
|
+$8.18M
|
+161,937
|
+216%
|
|
|
10
|
Financial Management Professionals
Austin,
Texas
|
$10.1M
|
-$1.38M
|
-27,363
|
-12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.54M
|
-$625K
|
-12,379
|
-6%
|
|
|
12
|
|
$8.39M
|
+$988K
|
+19,566
|
+14%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$6.55M
|
-$400K
|
-7,915
|
-6%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$6.52M
|
+$5.83M
|
+115,492
|
+1,303%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.42M
|
-$244K
|
-4,832
|
-4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$5.96M
|
+$638K
|
+12,624
|
+13%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.42M
|
–
|
–
|
–
|
|
|
18
|
Venturi Wealth Management
Austin,
Texas
|
$4.6M
|
+$4.43M
|
+87,653
|
New
|
|
|
19
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$4.44M
|
+$749K
|
+14,828
|
+21%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$3.97M
|
+$416K
|
+8,235
|
+12%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$3.56M
|
+$168K
|
+3,335
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.05M
|
+$7.22K
|
+143
|
+0.2%
|
|
|
23
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.94M
|
-$211K
|
-4,185
|
-7%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$2.86M
|
+$659K
|
+13,054
|
+31%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$2M
|
+$303K
|
+5,996
|
+19%
|
|
