|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$240M
|
+$26.8M
|
+638,782
|
+12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$228M
|
+$13.9M
|
+329,889
|
+6%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.5M
|
+$41.8M
|
+994,874
|
+141%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$61.3M
|
+$20.5K
|
+488
|
+0%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$49M
|
+$3.34M
|
+79,436
|
+7%
|
|
|
6
|
|
$39.6M
|
+$38.1M
|
+907,403
|
+1,915%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.5M
|
+$15.6M
|
+371,113
|
+128%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$18.4M
|
+$2.53M
|
+60,247
|
+16%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$17.8M
|
+$459K
|
+10,921
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$17.7M
|
+$1.71M
|
+40,683
|
+11%
|
|
|
11
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$17.4M
|
-$3.48M
|
-82,778
|
-17%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.1M
|
-$118K
|
-2,821
|
-0.9%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$11.2M
|
+$9.31M
|
+221,628
|
+467%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
+$208K
|
+4,959
|
+2%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.98M
|
+$254K
|
+6,046
|
+3%
|
|
|
16
|
Intelligence Driven Advisers
Carlsbad,
California
|
$9.9M
|
+$355K
|
+8,458
|
+4%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.94M
|
+$6.22M
|
+148,164
|
+221%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$8.22M
|
+$1.49M
|
+35,597
|
+22%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.62M
|
+$494K
|
+11,772
|
+7%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$7.53M
|
+$355K
|
+8,450
|
+5%
|
|
|
21
|
|
$7.11M
|
+$3.75M
|
+89,210
|
+109%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.54M
|
-$449K
|
-10,692
|
-6%
|
|
|
23
|
Armbruster Capital Management
Pittsford,
New York
|
$6.54M
|
-$11.2M
|
-267,828
|
-63%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$6.38M
|
-$311K
|
-7,395
|
-5%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$4.48M
|
+$386K
|
+9,189
|
+9%
|
|
