|
1
|
Strategic Financial Services
Utica,
New York
|
$69.3M
|
+$2.88M
|
+69,039
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.4M
|
-$3.41M
|
-81,757
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$32.3M
|
-$4.69M
|
-112,569
|
-13%
|
|
|
4
|
|
$30.3M
|
-$5.22M
|
-125,353
|
-15%
|
|
|
5
|
|
$28.2M
|
-$366K
|
-8,784
|
-1%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.1M
|
-$5.57M
|
-133,631
|
-20%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$20M
|
-$2.22M
|
-53,201
|
-10%
|
|
|
8
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$17.1M
|
+$1.75M
|
+41,913
|
+12%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$16.7M
|
-$797K
|
-19,113
|
-5%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$14.6M
|
-$2.52M
|
-60,468
|
-15%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13.1M
|
+$2.5M
|
+60,063
|
+24%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.6M
|
-$1.05M
|
-25,114
|
-8%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
+$79.2K
|
+1,901
|
+0.7%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$11.2M
|
+$277K
|
+6,636
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$2.18M
|
-52,253
|
-17%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$8.12M
|
-$2.33M
|
-55,853
|
-23%
|
|
|
17
|
Wade Financial Advisory
Campbell,
California
|
$7.52M
|
-$1.08M
|
-25,801
|
-13%
|
|
|
18
|
Flow Traders U.S.
New York
|
$6.43M
|
+$3.7M
|
+88,761
|
+145%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.09M
|
-$110K
|
-2,629
|
-2%
|
|
|
20
|
Armbruster Capital Management
Pittsford,
New York
|
$5.96M
|
-$292K
|
-7,009
|
-5%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$5.94M
|
-$197K
|
-4,731
|
-3%
|
|
|
22
|
Equitable Holdings
New York
|
$5.71M
|
+$330K
|
+7,926
|
+6%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$4.91M
|
+$4.77M
|
+114,481
|
+673,418%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.9M
|
+$4.34M
|
+104,043
|
+1,019%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.85M
|
-$1.22M
|
-29,256
|
-21%
|
|
