|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$92.8M
|
+$2.66M
|
+104,741
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$61.5M
|
+$30M
|
+1,179,351
|
+83%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$60.6M
|
+$17.4M
|
+682,328
|
+36%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$56.9M
|
+$53.1M
|
+2,087,312
|
+666%
|
|
|
5
|
|
$48.7M
|
+$2.61M
|
+102,731
|
+5%
|
|
|
6
|
|
$45M
|
+$3.46M
|
+135,963
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$43M
|
-$31.4M
|
-1,234,503
|
-40%
|
|
|
8
|
|
$35.5M
|
-$11M
|
-432,999
|
-22%
|
|
|
9
|
Foster & Motley
Cincinnati,
Ohio
|
$24.6M
|
+$2.16M
|
+84,925
|
+9%
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$20.6M
|
+$14.5M
|
+570,620
|
+192%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$7.25M
|
+284,943
|
+73%
|
|
|
12
|
Meridian Management
Little Rock,
Arkansas
|
$14.3M
|
-$457K
|
-17,986
|
-3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$7.15M
|
+281,020
|
+111%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$11.6M
|
-$73.3K
|
-2,881
|
-0.6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
+$2.07M
|
+81,565
|
+20%
|
|
|
16
|
Inscription Capital
Houston,
Texas
|
$7.91M
|
+$8.48M
|
+333,538
|
New
|
|
|
17
|
Berman Capital Advisors
Atlanta,
Georgia
|
$6.72M
|
-$12M
|
-473,651
|
-63%
|
|
|
18
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$6.2M
|
-$66.3K
|
-2,606
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.97M
|
-$314K
|
-12,349
|
-5%
|
|
|
20
|
Cribstone Capital Management
Augusta,
Maine
|
$5.12M
|
-$406K
|
-15,981
|
-7%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$5.02M
|
+$4.23M
|
+166,469
|
+367%
|
|
|
22
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.73M
|
+$819K
|
+32,191
|
+19%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.3M
|
+$4.21M
|
+165,515
|
+1,049%
|
|
|
24
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.23M
|
+$3.72M
|
+146,345
|
+455%
|
|
|
25
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$4M
|
+$4.29M
|
+168,696
|
New
|
|
