|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106M
|
+$14.3M
|
+543,940
|
+15%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$97.1M
|
-$921K
|
-35,111
|
-0.9%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$78.2M
|
-$2.31M
|
-87,917
|
-3%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$30.8M
|
-$2.4M
|
-91,542
|
-7%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$27.5M
|
-$262K
|
-9,983
|
-0.9%
|
|
|
6
|
Cannon Financial Strategists
Athens,
Georgia
|
$27.2M
|
+$1.23M
|
+47,036
|
+5%
|
|
|
7
|
|
$21.7M
|
-$58.7K
|
-2,238
|
-0.3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$4.13M
|
+157,340
|
+24%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$18.7M
|
-$18.7M
|
-714,454
|
-50%
|
|
|
10
|
Hughes Financial Services
Herndon,
Virginia
|
$18.6M
|
+$1.65M
|
+62,930
|
+10%
|
|
|
11
|
|
$14.1M
|
-$508K
|
-19,383
|
-3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
-$325K
|
-12,392
|
-3%
|
|
|
13
|
|
$9.07M
|
+$2.61M
|
+99,572
|
+40%
|
|
|
14
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.97M
|
+$929K
|
+35,433
|
+11%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.64M
|
-$399K
|
-15,222
|
-4%
|
|
|
16
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$7.3M
|
-$372K
|
-14,179
|
-5%
|
|
|
17
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$6.1M
|
-$473K
|
-18,036
|
-7%
|
|
|
18
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.52M
|
-$87K
|
-3,317
|
-2%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$5.25M
|
+$306K
|
+11,654
|
+6%
|
|
|
20
|
Procyon Advisors
Shelton,
Connecticut
|
$4.98M
|
-$32.7K
|
-1,247
|
-0.6%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.48M
|
+$98.9K
|
+3,773
|
+2%
|
|
|
22
|
Flow Traders U.S.
New York
|
$4.32M
|
+$1.94M
|
+73,824
|
+80%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$4.29M
|
+$332K
|
+12,669
|
+8%
|
|
|
24
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$4.2M
|
+$159K
|
+6,051
|
+4%
|
|
|
25
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.79M
|
+$430K
|
+16,401
|
+13%
|
|
