|
1
|
Strategic Financial Services
Utica,
New York
|
$131M
|
+$4.87M
|
+189,936
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$76.7M
|
-$2.51M
|
-97,710
|
-3%
|
|
|
4
|
|
$73.1M
|
-$237K
|
-9,221
|
-0.3%
|
|
|
5
|
|
$53.8M
|
+$3.73M
|
+145,524
|
+8%
|
|
|
6
|
Principal Financial Group
Des Moines,
Iowa
|
$39.9M
|
+$37.6M
|
+1,467,664
|
New
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.1M
|
+$2.78M
|
+108,218
|
+10%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$26.8M
|
+$1.57M
|
+61,154
|
+7%
|
|
|
9
|
Meridian Management
Little Rock,
Arkansas
|
$25.6M
|
+$186K
|
+7,266
|
+0.8%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$23.4M
|
-$2.42M
|
-94,298
|
-10%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$17.4M
|
-$1.84M
|
-71,874
|
-10%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
-$3.14M
|
-122,310
|
-17%
|
|
|
13
|
Keebeck Wealth Management
Chicago,
Illinois
|
$13.1M
|
+$603K
|
+23,495
|
+5%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12M
|
-$856K
|
-33,384
|
-7%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11.8M
|
+$84.3K
|
+3,286
|
+0.8%
|
|
|
16
|
|
$10.8M
|
-$1.22M
|
-47,630
|
-11%
|
|
|
17
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$8.87M
|
+$246K
|
+9,602
|
+3%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$8.85M
|
-$1.43M
|
-55,736
|
-15%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$8.84M
|
-$43.7K
|
-1,705
|
-0.5%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.17M
|
-$4.27M
|
-166,451
|
-36%
|
|
|
21
|
|
$7.47M
|
-$50.7K
|
-1,977
|
-0.7%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$7.34M
|
-$650K
|
-25,326
|
-9%
|
|
|
23
|
Capital One Financial
Mclean,
Virginia
|
$6.61M
|
+$2.99M
|
+116,622
|
+92%
|
|
|
24
|
Wade Financial Advisory
Campbell,
California
|
$5.71M
|
+$3.27M
|
+127,371
|
+154%
|
|
|
25
|
GFG Capital
Miami,
Florida
|
$5.09M
|
+$23.6K
|
+919
|
+0.5%
|
|
