|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$165M
|
+$60.1M
|
+2,292,572
|
+57%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$94.9M
|
-$1.14M
|
-43,449
|
-1%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$82.8M
|
+$6.81M
|
+259,518
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$64.5M
|
-$4.88M
|
-185,969
|
-7%
|
|
|
6
|
|
$56.9M
|
+$19.5M
|
+743,359
|
+52%
|
|
|
7
|
|
$56.1M
|
+$219K
|
+8,341
|
+0.4%
|
|
|
8
|
|
$52.8M
|
+$8.17M
|
+311,322
|
+18%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$35M
|
+$12.5M
|
+477,217
|
+56%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$29.7M
|
+$941K
|
+35,876
|
+3%
|
|
|
11
|
American Economic Planning Group
Warren,
New Jersey
|
$26.1M
|
-$2.69M
|
-102,356
|
-9%
|
|
|
12
|
Colony Group
Boston,
Massachusetts
|
$20.8M
|
-$522K
|
-19,895
|
-2%
|
|
|
13
|
Meridian Management
Little Rock,
Arkansas
|
$20.2M
|
+$421K
|
+16,056
|
+2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$1.14M
|
+43,608
|
+7%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$17.4M
|
+$1.14M
|
+43,511
|
+7%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$16M
|
+$1.05M
|
+40,092
|
+7%
|
|
|
17
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$15.8M
|
+$5.26M
|
+200,527
|
+50%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
+$226K
|
+8,601
|
+2%
|
|
|
19
|
Well Done LLC
Holland,
Michigan
|
$10.4M
|
-$512K
|
-19,499
|
-5%
|
|
|
20
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.88M
|
+$1.73M
|
+65,910
|
+24%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.45M
|
+$71.3K
|
+2,716
|
+1%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.21M
|
–
|
–
|
–
|
|
|
23
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$6.09M
|
+$1.33M
|
+50,778
|
+28%
|
|
|
24
|
Cribstone Capital Management
Augusta,
Maine
|
$5.79M
|
+$130K
|
+4,939
|
+2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.69M
|
+$1.9M
|
+72,563
|
+50%
|
|
