|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$192M
|
+$15.6M
|
+313,201
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$181M
|
+$21.3M
|
+426,486
|
+13%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$90.2M
|
+$4.11M
|
+82,352
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$85.9M
|
+$5.82M
|
+116,606
|
+7%
|
|
|
5
|
Strategic Financial Services
Utica,
New York
|
$69.2M
|
+$3.12M
|
+62,398
|
+5%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59.9M
|
-$404K
|
-8,085
|
-0.6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$50.4M
|
+$1.67M
|
+33,477
|
+3%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$18.9M
|
-$10.3M
|
-205,757
|
-34%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.3M
|
+$326K
|
+6,537
|
+30%
|
|
|
10
|
Armbruster Capital Management
Pittsford,
New York
|
$17.7M
|
+$3.55M
|
+71,105
|
+24%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$17.7M
|
+$933K
|
+18,688
|
+5%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.8M
|
-$7.37M
|
-147,486
|
-30%
|
|
|
13
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$15.3M
|
+$297K
|
+5,956
|
+2%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.7M
|
+$66.3K
|
+1,328
|
+0.5%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$10.9M
|
+$8.3M
|
+166,239
|
+283%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.7M
|
+$561K
|
+11,226
|
+5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.66M
|
-$12.5K
|
-250
|
-0.1%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.41M
|
+$8.68M
|
+173,710
|
New
|
|
|
19
|
Intelligence Driven Advisers
Carlsbad,
California
|
$7.11M
|
+$7.32M
|
+146,497
|
New
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$6.97M
|
+$2.07M
|
+41,507
|
+40%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$5.85M
|
+$716K
|
+14,328
|
+13%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.76M
|
-$14.4K
|
-288
|
-0.2%
|
|
|
23
|
RHS Financial
San Francisco,
California
|
$4.46M
|
+$646K
|
+12,926
|
+16%
|
|
|
24
|
|
$3.81M
|
+$3.93M
|
+78,695
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
+$132K
|
+2,640
|
+4%
|
|
