|
1
|
Strategic Financial Services
Utica,
New York
|
$76.3M
|
+$4.12M
|
+95,758
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$51.1M
|
+$44.5M
|
+1,033,876
|
+903%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50M
|
-$3.33M
|
-77,387
|
-6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$31.1M
|
-$2.45M
|
-56,826
|
-8%
|
|
|
5
|
|
$29.9M
|
+$577K
|
+13,403
|
+2%
|
|
|
6
|
|
$24.1M
|
-$7.18M
|
-166,891
|
-24%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.6M
|
-$425K
|
-9,871
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$20.5M
|
-$222K
|
-5,151
|
-1%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$16.2M
|
-$1.17M
|
-27,252
|
-7%
|
|
|
10
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$15.7M
|
-$2.01M
|
-46,647
|
-12%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$14.6M
|
+$642K
|
+14,917
|
+5%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.4M
|
+$307K
|
+7,125
|
+2%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$13.1M
|
-$2.07M
|
-48,071
|
-14%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$13M
|
+$1.26M
|
+29,221
|
+11%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.6M
|
+$712K
|
+16,550
|
+6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
-$1.44M
|
-33,486
|
-13%
|
|
|
17
|
SageView Advisory Group
Newport Beach,
California
|
$6.74M
|
+$5.37M
|
+124,688
|
+2,134%
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.64M
|
+$203K
|
+4,709
|
+3%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$6.16M
|
-$15.5K
|
-359
|
-0.3%
|
|
|
20
|
Equitable Holdings
New York
|
$6.16M
|
+$223K
|
+5,170
|
+4%
|
|
|
21
|
Armbruster Capital Management
Pittsford,
New York
|
$6.04M
|
-$147K
|
-3,415
|
-2%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$4.75M
|
+$393K
|
+9,135
|
+9%
|
|
|
23
|
|
$4.61M
|
-$194K
|
-4,509
|
-4%
|
|
|
24
|
Wade Financial Advisory
Campbell,
California
|
$4.32M
|
-$3.38M
|
-78,436
|
-45%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.31M
|
-$707K
|
-16,418
|
-15%
|
|
