|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.4M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
-$2.53M
|
-97,064
|
-6%
|
|
|
3
|
|
$30.4M
|
+$2.81M
|
+107,459
|
+10%
|
|
|
4
|
Private Ocean
San Rafael,
California
|
$18.8M
|
+$6.67M
|
+255,341
|
+55%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$4.33M
|
+166,007
|
+42%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
+$552K
|
+21,139
|
+5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
+$4.94M
|
+189,196
|
+96%
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$10M
|
+$1.05M
|
+40,272
|
+12%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$9.85M
|
+$3.44M
|
+131,868
|
+54%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.69M
|
+$1.34M
|
+51,348
|
+18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.82M
|
+$841K
|
+32,229
|
+12%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.44M
|
+$655K
|
+25,077
|
+10%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.82M
|
+$1.3M
|
+49,844
|
+29%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.63M
|
+$797K
|
+30,531
|
+17%
|
|
|
15
|
|
$5.62M
|
-$2.27K
|
-87
|
-0%
|
|
|
16
|
Wealthsimple US
Brooklyn,
New York
|
$5.48M
|
+$813K
|
+31,152
|
+17%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.3M
|
+$910K
|
+34,856
|
+27%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.26M
|
+$4.25M
|
+162,675
|
New
|
|
|
19
|
Fisher Asset Management
Camas,
Washington
|
$4.26M
|
+$778K
|
+29,792
|
+22%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.5M
|
+$2.06M
|
+79,001
|
+144%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.17M
|
–
|
–
|
–
|
|
|
22
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.06M
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
$3.04M
|
+$1.61M
|
+61,543
|
+113%
|
|
|
24
|
HM Payson & Co
Portland,
Maine
|
$2.95M
|
+$1.74M
|
+66,530
|
+144%
|
|
|
25
|
Bailard
Foster City,
California
|
$2.93M
|
+$247K
|
+9,447
|
+9%
|
|
