|
1
|
Strategic Financial Services
Utica,
New York
|
$166M
|
+$341K
|
+9,588
|
+0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$76.4M
|
-$35M
|
-982,609
|
-33%
|
|
|
3
|
|
$36.3M
|
+$1.09M
|
+30,675
|
+3%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$34.9M
|
-$2.48M
|
-69,697
|
-7%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$34.6M
|
+$2.07M
|
+58,145
|
+7%
|
|
|
6
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$27.5M
|
-$588K
|
-16,528
|
-2%
|
|
|
7
|
|
$20.2M
|
-$2.08M
|
-58,492
|
-10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
+$4.77K
|
+134
|
+0%
|
|
|
9
|
North American Management
Boston,
Massachusetts
|
$19.3M
|
+$236K
|
+6,618
|
+1%
|
|
|
10
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$16.5M
|
-$1.28K
|
-36
|
-0%
|
|
|
11
|
Keebeck Wealth Management
Chicago,
Illinois
|
$15.2M
|
+$721K
|
+20,251
|
+5%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$10M
|
+$8.82M
|
+247,788
|
+1,311%
|
|
|
13
|
Homrich & Berg
Atlanta,
Georgia
|
$9.76M
|
-$7.23K
|
-203
|
-0.1%
|
|
|
14
|
|
$8.99M
|
-$820K
|
-23,031
|
-9%
|
|
|
15
|
Foster & Motley
Cincinnati,
Ohio
|
$8.1M
|
-$285K
|
-8,013
|
-4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.9M
|
-$1.3M
|
-36,549
|
-15%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.77M
|
+$74.9K
|
+2,103
|
+1%
|
|
|
18
|
Wade Financial Advisory
Campbell,
California
|
$7.68M
|
+$6.27M
|
+175,961
|
+630%
|
|
|
19
|
|
$7.46M
|
-$197K
|
-5,524
|
-3%
|
|
|
20
|
Family Capital Trust
Peabody,
Massachusetts
|
$7.27M
|
+$33.5K
|
+942
|
+0.5%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
$7.26M
|
+$5.44M
|
+152,702
|
+381%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$7.14M
|
-$141K
|
-3,972
|
-2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$7.09M
|
+$323K
|
+9,073
|
+5%
|
|
|
24
|
First Ascent Asset Management
Denver,
Colorado
|
$7.06M
|
+$1.42M
|
+39,957
|
+27%
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$7.05M
|
+$6.67M
|
+187,250
|
New
|
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