|
1
|
Strategic Financial Services
Utica,
New York
|
$132M
|
+$43.3M
|
+1,457,170
|
+52%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
-$16.1M
|
-543,325
|
-13%
|
|
|
3
|
|
$45.3M
|
+$3.68M
|
+123,974
|
+9%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$34.1M
|
+$265K
|
+8,912
|
+0.8%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$26.1M
|
+$5.68M
|
+191,467
|
+30%
|
|
|
6
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$23.1M
|
+$1.89M
|
+63,771
|
+9%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.9M
|
-$994K
|
-33,479
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
-$5.62M
|
-189,231
|
-24%
|
|
|
9
|
|
$18.5M
|
+$17.6M
|
+594,000
|
New
|
|
|
10
|
|
$16.6M
|
-$1.84M
|
-61,822
|
-10%
|
|
|
11
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$13.4M
|
+$3.16M
|
+106,513
|
+33%
|
|
|
12
|
North American Management
Boston,
Massachusetts
|
$10.1M
|
-$226K
|
-7,606
|
-2%
|
|
|
13
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$8.69M
|
+$258K
|
+8,697
|
+3%
|
|
|
14
|
Homrich & Berg
Atlanta,
Georgia
|
$8.2M
|
-$3.59M
|
-120,948
|
-31%
|
|
|
15
|
|
$7.91M
|
+$1.3M
|
+43,738
|
+21%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.26M
|
-$1.2M
|
-40,288
|
-15%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$6.84M
|
-$200K
|
-6,722
|
-3%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.18M
|
+$882K
|
+29,722
|
+18%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$6.15M
|
+$93.6K
|
+3,153
|
+2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$5.83M
|
+$462K
|
+15,577
|
+9%
|
|
|
21
|
World Investment Advisors
Santa Barbara,
California
|
$5.76M
|
+$5.1M
|
+171,637
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.63M
|
-$1.36M
|
-45,833
|
-20%
|
|
|
23
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$5.4M
|
-$620K
|
-20,878
|
-11%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.24M
|
-$481K
|
-16,191
|
-9%
|
|
|
25
|
Trilogy Capital
Irvine,
California
|
$4.81M
|
+$118K
|
+3,977
|
+3%
|
|
