|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$148M
|
+$7.75M
|
+144,798
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$140M
|
+$7.19M
|
+134,477
|
+6%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
–
|
–
|
–
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$70.5M
|
+$1.13M
|
+21,168
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$68.1M
|
+$2.19M
|
+40,964
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$50.5M
|
+$1.45M
|
+27,148
|
+3%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$31.3M
|
+$5.69M
|
+106,423
|
+23%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.8M
|
-$5.05M
|
-94,303
|
-17%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$15.7M
|
+$654K
|
+12,227
|
+4%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$15.3M
|
+$612K
|
+11,442
|
+4%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
-$1.43M
|
-26,771
|
-9%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$14.3M
|
+$893K
|
+16,697
|
+7%
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.13M
|
+$2.02M
|
+37,824
|
+33%
|
|
|
14
|
|
$7.96M
|
-$1.59M
|
-29,769
|
-17%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.34M
|
+$2.54M
|
+47,456
|
+54%
|
|
|
16
|
Keebeck Wealth Management
Chicago,
Illinois
|
$6.09M
|
-$1.5M
|
-28,088
|
-20%
|
|
|
17
|
Wade Financial Advisory
Campbell,
California
|
$4.98M
|
+$504K
|
+9,414
|
+11%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$4.39M
|
-$88.4K
|
-1,652
|
-2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.09M
|
+$517K
|
+9,660
|
+15%
|
|
|
20
|
RHS Financial
San Francisco,
California
|
$4.08M
|
-$633K
|
-11,830
|
-14%
|
|
|
21
|
|
$3.74M
|
+$8.77K
|
+164
|
+0.2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.36M
|
+$11.9K
|
+222
|
+0.4%
|
|
|
23
|
Capital One Financial
Mclean,
Virginia
|
$3.17M
|
-$17.8K
|
-332
|
-0.6%
|
|
|
24
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.78M
|
+$1.01M
|
+18,834
|
+58%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.68M
|
–
|
–
|
–
|
|
