|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.4M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.9M
|
+$49.9K
|
+1,911
|
+0.1%
|
|
|
3
|
|
$27.6M
|
+$5.5M
|
+210,551
|
+25%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$12M
|
+$12M
|
+458,808
|
+17,565%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$3.17M
|
+121,301
|
+45%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
+$1.13M
|
+43,123
|
+13%
|
|
|
7
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$8.95M
|
+$847K
|
+32,450
|
+10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.32M
|
+$974K
|
+37,325
|
+15%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.96M
|
+$367K
|
+14,078
|
+6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.76M
|
+$736K
|
+28,185
|
+12%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$6.4M
|
+$3.96M
|
+151,692
|
+162%
|
|
|
12
|
|
$5.6M
|
+$3.59M
|
+137,600
|
+179%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.12M
|
+$926K
|
+35,468
|
+22%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.81M
|
+$1.75M
|
+67,177
|
+57%
|
|
|
15
|
Wealthsimple US
Brooklyn,
New York
|
$4.65M
|
+$4.65M
|
+178,194
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.51M
|
+$554K
|
+21,220
|
+14%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$3.47M
|
+$240K
|
+9,180
|
+7%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.38M
|
+$412K
|
+15,769
|
+14%
|
|
|
19
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.05M
|
-$30.1K
|
-1,155
|
-1%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.03M
|
–
|
–
|
–
|
|
|
21
|
Bailard
Foster City,
California
|
$2.68M
|
+$157K
|
+6,010
|
+6%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.42M
|
+$131K
|
+5,020
|
+6%
|
|
|
23
|
Prudential plc
London, England,
United Kingdom
|
$2.35M
|
+$1.57M
|
+60,000
|
+200%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$2.27M
|
+$227K
|
+8,706
|
+11%
|
|
|
25
|
Arlington Financial Advisors
Santa Barbara,
California
|
$2.16M
|
+$1.69M
|
+64,930
|
+366%
|
|
