|
1
|
Strategic Financial Services
Utica,
New York
|
$142M
|
+$3.37M
|
+119,431
|
+2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
3
|
|
$59.5M
|
+$2.59M
|
+91,720
|
+5%
|
|
|
4
|
|
$57.8M
|
-$19M
|
-674,933
|
-25%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.7M
|
+$655K
|
+23,243
|
+2%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$31.7M
|
+$3.33M
|
+118,127
|
+12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$27M
|
-$53M
|
-1,880,121
|
-67%
|
|
|
8
|
Meridian Management
Little Rock,
Arkansas
|
$26.9M
|
-$120K
|
-4,265
|
-0.5%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$18.3M
|
-$129K
|
-4,561
|
-0.7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$17.4M
|
+$153K
|
+5,423
|
+0.9%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15M
|
-$9.5M
|
-336,814
|
-39%
|
|
|
12
|
Keebeck Wealth Management
Chicago,
Illinois
|
$13.8M
|
-$30.9K
|
-1,097
|
-0.2%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13M
|
+$431K
|
+15,306
|
+4%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.4M
|
-$239K
|
-8,462
|
-2%
|
|
|
15
|
|
$11.7M
|
+$254K
|
+9,000
|
+2%
|
|
|
16
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$10.5M
|
+$1.15M
|
+40,740
|
+12%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$9.26M
|
+$8.63M
|
+306,199
|
+1,891%
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
$9.02M
|
-$375K
|
-13,312
|
-4%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$8.52M
|
-$809K
|
-28,691
|
-9%
|
|
|
20
|
|
$7.96M
|
+$5.68M
|
+201,466
|
+266%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.85M
|
-$760K
|
-26,968
|
-9%
|
|
|
22
|
|
$7.57M
|
-$316K
|
-11,221
|
-4%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$7.13M
|
-$613K
|
-21,734
|
-8%
|
|
|
24
|
Capital One Financial
Mclean,
Virginia
|
$7.03M
|
+$48.5K
|
+1,719
|
+0.7%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
$6.19M
|
+$150K
|
+5,320
|
+3%
|
|
