|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$135M
|
+$11.7M
|
+225,316
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
+$9.03M
|
+173,480
|
+8%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
–
|
–
|
–
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$66.6M
|
+$406K
|
+7,801
|
+0.6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$63.2M
|
-$1.27M
|
-24,447
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$47.1M
|
+$5.18M
|
+99,544
|
+12%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$28.8M
|
+$589K
|
+11,322
|
+2%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$24.5M
|
-$178K
|
-3,427
|
-0.7%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
+$1.43M
|
+27,552
|
+10%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.5M
|
+$950K
|
+18,256
|
+7%
|
|
|
11
|
Armbruster Capital Management
Pittsford,
New York
|
$14.1M
|
+$345K
|
+6,623
|
+3%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.9M
|
+$1.37M
|
+26,281
|
+12%
|
|
|
13
|
|
$9.19M
|
+$769K
|
+14,782
|
+9%
|
|
|
14
|
Keebeck Wealth Management
Chicago,
Illinois
|
$7.31M
|
-$16.6K
|
-319
|
-0.2%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.04M
|
+$656K
|
+12,597
|
+12%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$5.52M
|
+$5.52M
|
+106,167
|
New
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.58M
|
+$164K
|
+3,155
|
+4%
|
|
|
18
|
RHS Financial
San Francisco,
California
|
$4.54M
|
-$1.17M
|
-22,405
|
-20%
|
|
|
19
|
|
$4.5M
|
+$2.4M
|
+46,129
|
+114%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$4.31M
|
-$25K
|
-480
|
-0.6%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$4.29M
|
+$136K
|
+2,605
|
+3%
|
|
|
22
|
|
$3.58M
|
+$2.76K
|
+53
|
+0.1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.43M
|
+$44.3K
|
+852
|
+1%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.22M
|
+$313K
|
+6,013
|
+11%
|
|
|
25
|
Capital One Financial
Mclean,
Virginia
|
$3.06M
|
+$153K
|
+2,933
|
+5%
|
|
