|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$116M
|
+$6.85M
|
+147,915
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
+$8.99M
|
+193,949
|
+9%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
–
|
–
|
–
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$62.5M
|
+$1.15M
|
+24,896
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$60.9M
|
+$905K
|
+19,542
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
-$1.99M
|
-42,944
|
-5%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.6M
|
+$4.88M
|
+105,337
|
+24%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$23.3M
|
+$495K
|
+10,689
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.8M
|
+$1.3M
|
+28,000
|
+11%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$13M
|
+$665K
|
+14,357
|
+6%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.8M
|
+$1.13M
|
+24,425
|
+10%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.9M
|
-$1.23M
|
-26,569
|
-11%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$9.65M
|
+$9.11M
|
+196,523
|
New
|
|
|
14
|
|
$7.95M
|
+$148K
|
+3,187
|
+2%
|
|
|
15
|
Keebeck Wealth Management
Chicago,
Illinois
|
$6.92M
|
+$312K
|
+6,744
|
+5%
|
|
|
16
|
Syntal Capital Partners
Midland,
Texas
|
$5.48M
|
-$14.3K
|
-308
|
-0.3%
|
|
|
17
|
RHS Financial
San Francisco,
California
|
$5.38M
|
+$593K
|
+12,806
|
+13%
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.23M
|
+$1.9M
|
+40,918
|
+67%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.17M
|
-$30.5K
|
-659
|
-0.8%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$4.09M
|
-$582K
|
-12,557
|
-13%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$3.92M
|
+$1.23M
|
+26,625
|
+50%
|
|
|
22
|
|
$3.38M
|
-$469K
|
-10,120
|
-13%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.35M
|
+$3.16M
|
+68,207
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
-$311K
|
-6,711
|
-9%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.79M
|
–
|
–
|
–
|
|
