|
1
|
Strategic Financial Services
Utica,
New York
|
$63.3M
|
+$940K
|
+22,369
|
+1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.4M
|
-$3.47M
|
-82,671
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35.5M
|
-$4.21M
|
-100,160
|
-10%
|
|
|
4
|
|
$34.1M
|
-$4.71M
|
-112,172
|
-12%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.5M
|
-$978K
|
-23,287
|
-3%
|
|
|
6
|
|
$27.3M
|
-$1.73M
|
-41,179
|
-6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$21.3M
|
+$892K
|
+21,229
|
+4%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$17.9M
|
+$25.5K
|
+608
|
+0.1%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$16.8M
|
-$292K
|
-6,942
|
-2%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$16.4M
|
-$72.7M
|
-1,731,668
|
-81%
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$14.6M
|
+$8.57M
|
+203,942
|
+133%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13M
|
+$96.7K
|
+2,301
|
+0.7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
-$72.6M
|
-1,728,487
|
-85%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.8M
|
+$67.3K
|
+1,602
|
+0.6%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$10.4M
|
+$1.42M
|
+33,737
|
+15%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$10.3M
|
+$1.79M
|
+42,598
|
+20%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$10M
|
-$21.8M
|
-518,252
|
-68%
|
|
|
18
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.9M
|
-$35.5K
|
-845
|
-0.3%
|
|
|
19
|
|
$8.95M
|
-$42M
|
-1,000,605
|
-82%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$8.23M
|
+$195K
|
+4,631
|
+2%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$7M
|
+$4.02M
|
+95,642
|
+126%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.02M
|
-$2.61M
|
-62,015
|
-30%
|
|
|
23
|
Armbruster Capital Management
Pittsford,
New York
|
$5.97M
|
-$52.1K
|
-1,241
|
-0.8%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$5.87M
|
-$3.78K
|
-90
|
-0.1%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.83M
|
-$544K
|
-12,937
|
-8%
|
|
