|
1
|
Strategic Financial Services
Utica,
New York
|
$113M
|
+$3.76M
|
+154,532
|
+3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$71M
|
-$15.2M
|
-625,338
|
-18%
|
|
|
4
|
|
$65.6M
|
-$206K
|
-8,458
|
-0.3%
|
|
|
5
|
|
$44.6M
|
+$1.98M
|
+81,318
|
+5%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$27M
|
-$761K
|
-31,245
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
+$94.7K
|
+3,892
|
+0.4%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$22.7M
|
+$357K
|
+14,679
|
+2%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$22.5M
|
+$88K
|
+3,614
|
+0.4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$2.03M
|
-83,476
|
-10%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$17.3M
|
-$176K
|
-7,246
|
-1%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$11.6M
|
-$5.57M
|
-228,883
|
-32%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.3M
|
+$657K
|
+26,976
|
+6%
|
|
|
14
|
Keebeck Wealth Management
Chicago,
Illinois
|
$11.1M
|
+$11.1M
|
+457,907
|
New
|
|
|
15
|
|
$10.8M
|
–
|
–
|
–
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.5M
|
+$42.7K
|
+1,756
|
+0.4%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$9.26M
|
-$872K
|
-35,815
|
-9%
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
$7.92M
|
+$218K
|
+8,973
|
+3%
|
|
|
19
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$7.7M
|
+$207K
|
+8,507
|
+3%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.64M
|
+$7.03M
|
+288,692
|
+1,118%
|
|
|
21
|
Colony Group
Boston,
Massachusetts
|
$7.18M
|
-$633K
|
-26,016
|
-8%
|
|
|
22
|
|
$6.73M
|
-$122K
|
-5,017
|
-2%
|
|
|
23
|
GFG Capital
Miami,
Florida
|
$4.53M
|
-$16.9K
|
-695
|
-0.4%
|
|
|
24
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.63M
|
+$80.1K
|
+3,290
|
+2%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.38M
|
-$9.39M
|
-385,952
|
-74%
|
|
