|
1
|
Strategic Financial Services
Utica,
New York
|
$161M
|
+$6.33M
|
+227,215
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.6M
|
+$2.32M
|
+83,360
|
+3%
|
|
|
3
|
|
$67.5M
|
+$3.07M
|
+110,035
|
+5%
|
|
|
4
|
|
$65.7M
|
+$2.04M
|
+73,075
|
+3%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$43.2M
|
+$1.84M
|
+65,979
|
+4%
|
|
|
6
|
Meridian Management
Little Rock,
Arkansas
|
$32M
|
+$1.27M
|
+45,625
|
+4%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.8M
|
+$2.45M
|
+88,066
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$26.8M
|
+$184K
|
+6,588
|
+0.7%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$23.2M
|
+$3.72M
|
+133,649
|
+19%
|
|
|
10
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$22.3M
|
+$6.44M
|
+231,075
|
+40%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.8M
|
-$567K
|
-20,360
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$186K
|
-6,680
|
-1%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.6M
|
+$72.9K
|
+2,617
|
+0.6%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$11.2M
|
+$1.39M
|
+49,788
|
+14%
|
|
|
15
|
First Command Advisory Services
Fort Worth,
Texas
|
$10.8M
|
+$110K
|
+3,940
|
+1%
|
|
|
16
|
First Ascent Asset Management
Denver,
Colorado
|
$10.2M
|
+$2.38M
|
+85,284
|
+30%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$10.2M
|
+$801K
|
+28,750
|
+8%
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$8.75M
|
+$2.04M
|
+73,097
|
+30%
|
|
|
19
|
Summit Financial
Parsippany,
New Jersey
|
$7.05M
|
-$5.47M
|
-196,440
|
-44%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$6.81M
|
+$696K
|
+24,980
|
+11%
|
|
|
21
|
|
$6.11M
|
+$3.24M
|
+116,345
|
+111%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$5.97M
|
-$689K
|
-24,716
|
-10%
|
|
|
23
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$3.8M
|
+$250K
|
+8,990
|
+7%
|
|
|
24
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.53M
|
+$5.35K
|
+192
|
+0.2%
|
|
|
25
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$3.43M
|
+$442K
|
+15,879
|
+14%
|
|
