|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.7M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$5.49M
|
+208,081
|
+91%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.69M
|
+$572K
|
+21,672
|
+11%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$5.03M
|
+$72.8K
|
+2,759
|
+1%
|
|
|
5
|
Pendal Group
Sydney,
Australia
|
$3.39M
|
+$3.5M
|
+132,500
|
New
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.41M
|
+$653K
|
+24,733
|
+36%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
+$412K
|
+15,617
|
+22%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2.11M
|
+$317K
|
+12,012
|
+17%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.61M
|
+$242K
|
+9,147
|
+17%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.37M
|
–
|
–
|
–
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$1.25M
|
+$804K
|
+30,442
|
+169%
|
|
|
12
|
WealthSource Partners
San Luis Obispo,
California
|
$1.08M
|
+$275K
|
+10,420
|
+33%
|
|
|
13
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.06M
|
-$2.35K
|
-89
|
-0.2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$1.7M
|
+64,387
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
+$858K
|
+32,494
|
+416%
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$956K
|
+$160K
|
+6,051
|
+19%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$950K
|
+$588K
|
+22,275
|
+152%
|
|
|
18
|
C-J Advisory
San Jose,
California
|
$930K
|
+$190K
|
+7,200
|
+25%
|
|
|
19
|
Harborview Advisors
Portland,
Maine
|
$793K
|
+$151K
|
+5,716
|
+23%
|
|
|
20
|
Bailard
Foster City,
California
|
$770K
|
+$33.7K
|
+1,275
|
+4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$758K
|
+$498K
|
+18,866
|
+178%
|
|
|
22
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$516K
|
-$41.9K
|
-1,585
|
-7%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$512K
|
+$202K
|
+7,648
|
+62%
|
|
|
24
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$507K
|
+$506K
|
+19,169
|
New
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$463K
|
+$148K
|
+5,600
|
+45%
|
|
