|
1
|
Strategic Financial Services
Utica,
New York
|
$155M
|
+$6.14M
|
+202,731
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$91.6M
|
–
|
–
|
–
|
|
|
3
|
|
$67.6M
|
+$7.16M
|
+236,295
|
+12%
|
|
|
4
|
|
$63.9M
|
+$1.72M
|
+56,876
|
+3%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.9M
|
+$1.6M
|
+52,867
|
+4%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$34.1M
|
+$878K
|
+28,969
|
+3%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$30.7M
|
+$2.55M
|
+84,174
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
-$325K
|
-10,738
|
-1%
|
|
|
9
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.4M
|
+$5.94M
|
+195,874
|
+43%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$18.7M
|
-$454K
|
-14,977
|
-2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
+$282K
|
+9,306
|
+2%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13.8M
|
+$782K
|
+25,810
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12M
|
-$3.7M
|
-122,250
|
-23%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$11.9M
|
+$855K
|
+28,232
|
+8%
|
|
|
15
|
Keebeck Wealth Management
Chicago,
Illinois
|
$11.1M
|
-$3.36M
|
-110,879
|
-23%
|
|
|
16
|
Summit Financial
Parsippany,
New Jersey
|
$11M
|
+$11.1M
|
+365,068
|
New
|
|
|
17
|
|
$10.9M
|
-$1.32M
|
-43,527
|
-11%
|
|
|
18
|
|
$9.21M
|
+$1.3M
|
+42,790
|
+16%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$8.48M
|
-$917K
|
-30,252
|
-10%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$7.8M
|
-$1.13M
|
-37,254
|
-13%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$7.19M
|
+$724K
|
+23,897
|
+11%
|
|
|
22
|
Colony Group
Boston,
Massachusetts
|
$6.99M
|
-$478K
|
-15,783
|
-6%
|
|
|
23
|
Capital One Financial
Mclean,
Virginia
|
$6.87M
|
-$500K
|
-16,511
|
-7%
|
|
|
24
|
First Ascent Asset Management
Denver,
Colorado
|
$5.67M
|
-$136K
|
-4,497
|
-2%
|
|
|
25
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$5.32M
|
+$623K
|
+20,558
|
+13%
|
|
