|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$119M
|
+$13M
|
+496,894
|
+12%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$95.5M
|
-$1.81M
|
-69,134
|
-2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$75.8M
|
-$2.66M
|
-101,812
|
-3%
|
|
|
4
|
Cannon Financial Strategists
Athens,
Georgia
|
$30M
|
+$2.72M
|
+103,946
|
+10%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$27.3M
|
-$316K
|
-12,107
|
-1%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$23.1M
|
-$7.76M
|
-297,244
|
-25%
|
|
|
7
|
|
$21.5M
|
-$266K
|
-10,181
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$807K
|
+30,877
|
+4%
|
|
|
9
|
Hughes Financial Services
Herndon,
Virginia
|
$19.5M
|
+$888K
|
+33,997
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
-$3.16M
|
-120,981
|
-15%
|
|
|
11
|
|
$11.6M
|
+$2.49M
|
+95,484
|
+27%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$130K
|
-4,986
|
-1%
|
|
|
13
|
|
$10.1M
|
-$4.07M
|
-155,880
|
-29%
|
|
|
14
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.02M
|
+$21.9K
|
+839
|
+0.2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.76M
|
+$97.3K
|
+3,724
|
+1%
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7.78M
|
+$4M
|
+153,099
|
+105%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$7.75M
|
+$3.98M
|
+152,531
|
+105%
|
|
|
18
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$7.43M
|
+$120K
|
+4,602
|
+2%
|
|
|
19
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$5.93M
|
-$183K
|
-7,017
|
-3%
|
|
|
20
|
Tower Research Capital (TRC)
New York
|
$5.61M
|
+$4.87M
|
+186,541
|
+638%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.39M
|
-$140K
|
-5,368
|
-3%
|
|
|
22
|
Procyon Advisors
Shelton,
Connecticut
|
$4.92M
|
-$64.4K
|
-2,467
|
-1%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$4.79M
|
+$486K
|
+18,622
|
+11%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.29M
|
-$198K
|
-7,590
|
-4%
|
|
|
25
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$4.27M
|
+$58.1K
|
+2,226
|
+1%
|
|
