|
1
|
Strategic Financial Services
Utica,
New York
|
$162M
|
+$6.28M
|
+214,582
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.8M
|
+$89.2M
|
+3,047,722
|
New
|
|
|
3
|
|
$67.1M
|
+$3.04M
|
+103,966
|
+5%
|
|
|
4
|
|
$66.3M
|
+$3.78M
|
+129,332
|
+6%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$43.1M
|
+$9.13M
|
+312,189
|
+26%
|
|
|
6
|
Meridian Management
Little Rock,
Arkansas
|
$32M
|
+$1.08M
|
+36,904
|
+3%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$28.5M
|
+$3.41M
|
+116,708
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$673K
|
+22,988
|
+2%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.3M
|
-$962K
|
-32,887
|
-4%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$20.3M
|
+$2.51M
|
+85,661
|
+14%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
+$370K
|
+12,630
|
+2%
|
|
|
12
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$16.6M
|
+$3.89M
|
+132,852
|
+30%
|
|
|
13
|
Summit Financial
Parsippany,
New Jersey
|
$13.1M
|
–
|
–
|
–
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13M
|
-$619K
|
-21,167
|
-4%
|
|
|
15
|
First Command Advisory Services
Fort Worth,
Texas
|
$11.2M
|
+$2.84M
|
+97,032
|
+34%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
-$731K
|
-24,990
|
-7%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$9.83M
|
+$367K
|
+12,533
|
+4%
|
|
|
18
|
|
$9.63M
|
-$535K
|
-18,300
|
-5%
|
|
|
19
|
|
$9.55M
|
+$160K
|
+5,470
|
+2%
|
|
|
20
|
First Ascent Asset Management
Denver,
Colorado
|
$8.21M
|
+$1.97M
|
+67,195
|
+31%
|
|
|
21
|
Capital One Financial
Mclean,
Virginia
|
$7.16M
|
-$81.6K
|
-2,790
|
-1%
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
$7.01M
|
+$138K
|
+4,716
|
+2%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$6.93M
|
-$214K
|
-7,308
|
-3%
|
|
|
24
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$6.78M
|
+$6.88M
|
+235,259
|
New
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$6.38M
|
-$265K
|
-9,051
|
-4%
|
|
