|
1
|
Strategic Financial Services
Utica,
New York
|
$157M
|
+$7.52M
|
+249,198
|
+5%
|
|
|
2
|
|
$64.6M
|
+$2.92M
|
+96,738
|
+5%
|
|
|
3
|
|
$63M
|
-$2.4M
|
-79,673
|
-4%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$34.4M
|
+$1.53M
|
+50,797
|
+4%
|
|
|
5
|
Meridian Management
Little Rock,
Arkansas
|
$31.1M
|
+$1.6M
|
+53,036
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
+$264K
|
+8,732
|
+0.9%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$25.3M
|
+$6.76M
|
+224,016
|
+35%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.4M
|
-$14.8M
|
-489,049
|
-38%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$372K
|
+12,332
|
+2%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$18M
|
-$74.3K
|
-2,462
|
-0.4%
|
|
|
11
|
|
$14M
|
+$10.5M
|
+347,086
|
+258%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13.7M
|
+$402K
|
+13,312
|
+3%
|
|
|
13
|
Summit Financial
Parsippany,
New Jersey
|
$13.1M
|
+$2.6M
|
+86,217
|
+24%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$12.9M
|
+$1.44M
|
+47,648
|
+12%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$11M
|
-$633K
|
-20,975
|
-5%
|
|
|
16
|
|
$10.2M
|
-$310K
|
-10,266
|
-3%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$9.53M
|
+$9.91M
|
+328,462
|
New
|
|
|
18
|
|
$9.46M
|
+$590K
|
+19,530
|
+6%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$8.43M
|
+$237K
|
+7,867
|
+3%
|
|
|
20
|
Capital One Financial
Mclean,
Virginia
|
$7.29M
|
+$690K
|
+22,871
|
+10%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$7.19M
|
-$357K
|
-11,836
|
-5%
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
$6.92M
|
-$26.3K
|
-871
|
-0.4%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$6.68M
|
-$68.9K
|
-2,281
|
-1%
|
|
|
24
|
First Ascent Asset Management
Denver,
Colorado
|
$6.32M
|
+$876K
|
+29,018
|
+15%
|
|
|
25
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$5.23M
|
+$98.5K
|
+3,263
|
+2%
|
|
