|
1
|
Strategic Financial Services
Utica,
New York
|
$146M
|
+$4.64M
|
+141,502
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$99.9M
|
-$20.1M
|
-612,184
|
-17%
|
|
|
3
|
Colony Group
Boston,
Massachusetts
|
$33.1M
|
-$3.31M
|
-100,855
|
-9%
|
|
|
4
|
|
$30.9M
|
+$13.1M
|
+398,010
|
+75%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$28.5M
|
+$679K
|
+20,677
|
+2%
|
|
|
6
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$24.7M
|
+$9.03K
|
+275
|
+0%
|
|
|
7
|
|
$19.7M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
-$2.56M
|
-78,075
|
-13%
|
|
|
9
|
North American Management
Boston,
Massachusetts
|
$16.8M
|
+$5.95M
|
+181,244
|
+56%
|
|
|
10
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$14.6M
|
+$221K
|
+6,742
|
+2%
|
|
|
11
|
Keebeck Wealth Management
Chicago,
Illinois
|
$12.7M
|
+$12.5M
|
+380,651
|
+13,897%
|
|
|
12
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$9.52M
|
+$236K
|
+7,198
|
+3%
|
|
|
13
|
|
$8.69M
|
+$238K
|
+7,263
|
+3%
|
|
|
14
|
Homrich & Berg
Atlanta,
Georgia
|
$8.61M
|
-$157K
|
-4,794
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.75M
|
+$414K
|
+12,610
|
+5%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$7.41M
|
+$100K
|
+3,056
|
+1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.78M
|
+$172K
|
+5,246
|
+3%
|
|
|
18
|
|
$6.76M
|
-$41.2M
|
-1,255,248
|
-86%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$6.42M
|
-$145K
|
-4,408
|
-2%
|
|
|
20
|
Family Capital Trust
Peabody,
Massachusetts
|
$6.38M
|
+$2.75M
|
+83,666
|
+77%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.08M
|
-$14M
|
-425,518
|
-70%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.95M
|
-$277K
|
-8,451
|
-5%
|
|
|
23
|
World Investment Advisors
Santa Barbara,
California
|
$5.67M
|
-$27.2K
|
-829
|
-0.5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.47M
|
-$126K
|
-3,826
|
-2%
|
|
|
25
|
First Ascent Asset Management
Denver,
Colorado
|
$4.9M
|
+$1.13M
|
+34,559
|
+31%
|
|
