|
1
|
Strategic Financial Services
Utica,
New York
|
$82M
|
+$2.83M
|
+58,908
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$74.4M
|
-$1.63M
|
-33,809
|
-2%
|
|
|
3
|
|
$59.7M
|
+$22.8M
|
+474,045
|
+56%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.4M
|
-$6.4M
|
-132,991
|
-13%
|
|
|
5
|
|
$34.6M
|
-$1.35M
|
-28,083
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$32.9M
|
+$3.16M
|
+65,661
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.2M
|
+$16.2M
|
+337,502
|
+102%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$28M
|
+$8.51M
|
+176,865
|
+40%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$20.3M
|
+$3.54M
|
+73,633
|
+20%
|
|
|
10
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$19.3M
|
+$20.5M
|
+427,016
|
New
|
|
|
11
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$18.2M
|
+$19.3M
|
+402,035
|
New
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$16.7M
|
-$12M
|
-249,762
|
-40%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$15.6M
|
+$499K
|
+10,385
|
+3%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$15.3M
|
+$718K
|
+14,932
|
+5%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$14.8M
|
+$15.7M
|
+326,955
|
New
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.9M
|
+$587K
|
+12,204
|
+4%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$10.9M
|
-$806K
|
-16,754
|
-6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$6.26M
|
+130,191
|
+133%
|
|
|
19
|
Frontier Asset Management
Sheridan,
Wyoming
|
$10M
|
+$5.53M
|
+114,972
|
+107%
|
|
|
20
|
|
$8.6M
|
+$9.14M
|
+190,073
|
New
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.31M
|
+$421K
|
+8,745
|
+5%
|
|
|
22
|
Equitable Holdings
New York
|
$7.59M
|
+$682K
|
+14,176
|
+9%
|
|
|
23
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$7.34M
|
+$7.8M
|
+162,288
|
New
|
|
|
24
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$6.89M
|
-$2.19M
|
-45,630
|
-23%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$6.69M
|
+$6.9M
|
+143,566
|
+3,233%
|
|
