|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.7M
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.01M
|
+$256K
|
+10,211
|
+6%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$3.97M
|
+$1.4M
|
+55,794
|
+57%
|
|
|
4
|
|
$1.78M
|
-$1.53K
|
-61
|
-0.1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
-$1.48M
|
-58,880
|
-55%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.03M
|
+$268K
|
+10,693
|
+37%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$845K
|
+$227K
|
+9,049
|
+38%
|
|
|
8
|
Bailard
Foster City,
California
|
$637K
|
+$619K
|
+24,645
|
New
|
|
|
9
|
C-J Advisory
San Jose,
California
|
$592K
|
+$39.2K
|
+1,562
|
+7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$473K
|
+$460K
|
+18,309
|
New
|
|
|
11
|
Harborview Advisors
Portland,
Maine
|
$462K
|
+$449K
|
+17,877
|
New
|
|
|
12
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$428K
|
+$9.72K
|
+387
|
+2%
|
|
|
13
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$361K
|
+$2.96K
|
+118
|
+0.9%
|
|
|
14
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$352K
|
+$342K
|
+13,637
|
New
|
|
|
15
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$326K
|
+$2.26K
|
+90
|
+0.7%
|
|
|
16
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$300K
|
+$292K
|
+11,621
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$276K
|
+$268K
|
+10,677
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$252K
|
+$37.8K
|
+1,507
|
+18%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$228K
|
+$30.6K
|
+1,220
|
+16%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$220K
|
-$1.1K
|
-44
|
-0.5%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$204K
|
+$199K
|
+7,909
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$168K
|
+$160K
|
+6,360
|
+4,386%
|
|
|
23
|
Golden State Wealth Management
Santa Ana,
California
|
$99K
|
-$12.4K
|
-495
|
-11%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$63K
|
–
|
–
|
–
|
|
|
25
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$31K
|
–
|
–
|
–
|
|
