|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$90.9M
|
+$36.6M
|
+799,929
|
+70%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$81.7M
|
+$1.7M
|
+37,089
|
+2%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.4M
|
-$2.93M
|
-63,937
|
-6%
|
|
|
4
|
|
$35.8M
|
+$10.4M
|
+226,856
|
+42%
|
|
|
5
|
|
$35.4M
|
+$3.94M
|
+86,075
|
+13%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$31.2M
|
-$1.3M
|
-28,443
|
-4%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.6M
|
-$2.07M
|
-45,285
|
-9%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$21M
|
-$540K
|
-11,784
|
-3%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$15M
|
+$1.37M
|
+29,941
|
+10%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.4M
|
+$376K
|
+8,202
|
+3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.9M
|
-$265K
|
-5,792
|
-2%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$12.9M
|
-$794K
|
-17,333
|
-6%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.6M
|
-$2.62M
|
-57,207
|
-17%
|
|
|
14
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$12.5M
|
-$3.91M
|
-85,260
|
-24%
|
|
|
15
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.1M
|
+$12.3M
|
+269,356
|
New
|
|
|
16
|
Alera Investment Advisors
Deerfield,
Illinois
|
$10M
|
+$9.83M
|
+214,639
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.51M
|
-$991K
|
-21,644
|
-10%
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$7.75M
|
+$770K
|
+16,806
|
+11%
|
|
|
19
|
Equitable Holdings
New York
|
$6.66M
|
+$202K
|
+4,401
|
+3%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$6.28M
|
-$172K
|
-3,752
|
-3%
|
|
|
21
|
Armbruster Capital Management
Pittsford,
New York
|
$6.22M
|
-$105K
|
-2,286
|
-2%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$5.3M
|
+$317K
|
+6,928
|
+6%
|
|
|
23
|
|
$4.68M
|
-$147K
|
-3,209
|
-3%
|
|
|
24
|
Ascent Group
Virginia Beach,
Virginia
|
$4.48M
|
+$2.57M
|
+56,154
|
+141%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$4.47M
|
+$56.4K
|
+1,232
|
+1%
|
|
