|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.7M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.06M
|
+$3.53M
|
+133,993
|
+141%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.28M
|
+$413K
|
+15,679
|
+9%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$5.1M
|
+$1.15M
|
+43,682
|
+29%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.92M
|
+$1.2M
|
+45,674
|
+170%
|
|
|
6
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.85M
|
+$619K
|
+23,463
|
+50%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.82M
|
+$1.06M
|
+40,024
|
+139%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.42M
|
+$267K
|
+10,114
|
+23%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.15M
|
–
|
–
|
–
|
|
|
10
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.1M
|
+$345K
|
+13,083
|
+46%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$840K
|
+$513K
|
+19,462
|
+159%
|
|
|
12
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$824K
|
+$108K
|
+4,107
|
+15%
|
|
|
13
|
C-J Advisory
San Jose,
California
|
$766K
|
+$87K
|
+3,300
|
+13%
|
|
|
14
|
Bailard
Foster City,
California
|
$762K
|
+$52.6K
|
+1,997
|
+7%
|
|
|
15
|
|
$677K
|
-$7.34M
|
-278,402
|
-92%
|
|
|
16
|
Harborview Advisors
Portland,
Maine
|
$665K
|
-$12.6K
|
-478
|
-2%
|
|
|
17
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$573K
|
+$571K
|
+21,644
|
New
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$477K
|
+$475K
|
+18,033
|
New
|
|
|
19
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$441K
|
+$15.7K
|
+596
|
+4%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$411K
|
+$263K
|
+9,986
|
+179%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$388K
|
+$117K
|
+4,430
|
+43%
|
|
|
22
|
Windsor Capital Management
Phoenix,
Arizona
|
$383K
|
+$124K
|
+4,703
|
+48%
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$357K
|
+$356K
|
+13,500
|
New
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$354K
|
+$353K
|
+13,380
|
New
|
|
|
25
|
Cobblestone Capital Advisors
Rochester,
New York
|
$347K
|
+$6.59K
|
+250
|
+2%
|
|
