|
1
|
Strategic Financial Services
Utica,
New York
|
$87.4M
|
+$225K
|
+4,781
|
+0.3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$83.6M
|
-$12.6M
|
-269,256
|
-14%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50M
|
-$2.51M
|
-53,379
|
-5%
|
|
|
4
|
|
$42.1M
|
+$3.7M
|
+78,839
|
+10%
|
|
|
5
|
|
$39.5M
|
+$1.62M
|
+34,539
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$32.9M
|
-$355K
|
-7,557
|
-1%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.8M
|
+$6.37M
|
+135,686
|
+28%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$22.1M
|
-$301K
|
-6,414
|
-1%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$18.7M
|
+$2.54M
|
+54,093
|
+17%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$5.96M
|
+126,938
|
+62%
|
|
|
11
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$16.1M
|
+$708K
|
+15,077
|
+5%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$15.4M
|
+$2.72M
|
+57,913
|
+22%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.2M
|
+$1.33M
|
+28,343
|
+10%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13.6M
|
+$205K
|
+4,369
|
+2%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$12.9M
|
-$851K
|
-18,113
|
-7%
|
|
|
16
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$9.85M
|
-$3.27M
|
-69,534
|
-26%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.71M
|
+$418K
|
+8,904
|
+5%
|
|
|
18
|
Equitable Holdings
New York
|
$7.65M
|
+$513K
|
+10,912
|
+8%
|
|
|
19
|
Alera Investment Advisors
Deerfield,
Illinois
|
$7.54M
|
-$2.97M
|
-63,262
|
-29%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$6.65M
|
-$51K
|
-1,085
|
-0.8%
|
|
|
21
|
Armbruster Capital Management
Pittsford,
New York
|
$6.55M
|
-$83K
|
-1,766
|
-1%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$5.97M
|
+$295K
|
+6,280
|
+6%
|
|
|
23
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.33M
|
+$5.03M
|
+107,104
|
New
|
|
|
24
|
Wade Financial Advisory
Campbell,
California
|
$4.92M
|
+$156K
|
+3,330
|
+3%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$4.86M
|
+$83.5K
|
+1,777
|
+2%
|
|
