|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$186M
|
+$24.2M
|
+469,665
|
+15%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$169M
|
+$22.1M
|
+429,815
|
+15%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$91.1M
|
+$91.7M
|
+1,781,671
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$84.8M
|
+$22.8M
|
+443,357
|
+36%
|
|
|
5
|
Strategic Financial Services
Utica,
New York
|
$70M
|
+$1.74M
|
+33,737
|
+3%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.8M
|
+$64.2M
|
+1,246,956
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$51.5M
|
+$2.32M
|
+45,080
|
+5%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$30.5M
|
+$494K
|
+9,600
|
+2%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.3M
|
+$1.2M
|
+23,344
|
+5%
|
|
|
10
|
Trilogy Capital
Irvine,
California
|
$17.8M
|
+$17.9M
|
+347,512
|
New
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$15.9M
|
+$499K
|
+9,701
|
+3%
|
|
|
12
|
Armbruster Capital Management
Pittsford,
New York
|
$15.1M
|
-$239K
|
-4,643
|
-2%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13.3M
|
-$338K
|
-6,574
|
-2%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.7M
|
+$1.1M
|
+21,458
|
+11%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.16M
|
+$260K
|
+5,061
|
+3%
|
|
|
16
|
|
$6.89M
|
-$57.7K
|
-1,122
|
-0.8%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.33M
|
-$52.5K
|
-1,020
|
-0.8%
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$5.45M
|
+$393K
|
+7,645
|
+8%
|
|
|
19
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$5.25M
|
+$5.29M
|
+102,768
|
New
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$5.24M
|
+$786K
|
+15,270
|
+17%
|
|
|
21
|
Capital One Financial
Mclean,
Virginia
|
$4.53M
|
+$679K
|
+13,201
|
+18%
|
|
|
22
|
RHS Financial
San Francisco,
California
|
$4.05M
|
-$70.6K
|
-1,372
|
-2%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$3.91M
|
+$1.5M
|
+29,206
|
+62%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
-$276K
|
-5,368
|
-7%
|
|
|
25
|
|
$3.7M
|
+$44.3K
|
+860
|
+1%
|
|
