|
1
|
Strategic Financial Services
Utica,
New York
|
$187M
|
+$7.25M
|
+184,578
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$65.6M
|
-$16.2M
|
-413,091
|
-20%
|
|
|
3
|
|
$44.8M
|
+$5.5M
|
+140,111
|
+15%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$42.1M
|
+$4.64M
|
+117,994
|
+13%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$35M
|
-$2.5M
|
-63,755
|
-7%
|
|
|
6
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.6M
|
-$61.4K
|
-1,564
|
-0.2%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$24.9M
|
+$16.5M
|
+420,216
|
+218%
|
|
|
8
|
|
$22.3M
|
+$471K
|
+12,000
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
+$132K
|
+3,367
|
+0.6%
|
|
|
10
|
North American Management
Boston,
Massachusetts
|
$21.5M
|
+$683K
|
+17,380
|
+3%
|
|
|
11
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$18M
|
+$171K
|
+4,364
|
+1%
|
|
|
12
|
Keebeck Wealth Management
Chicago,
Illinois
|
$16.4M
|
-$38.7K
|
-984
|
-0.2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8M
|
+$3.09M
|
+78,546
|
+37%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$10.7M
|
-$95.5K
|
-2,430
|
-0.9%
|
|
|
15
|
Homrich & Berg
Atlanta,
Georgia
|
$9.61M
|
-$884K
|
-22,496
|
-9%
|
|
|
16
|
|
$9.24M
|
-$452K
|
-11,515
|
-5%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$8.96M
|
+$210K
|
+5,340
|
+2%
|
|
|
18
|
First Ascent Asset Management
Denver,
Colorado
|
$8.8M
|
+$1.14M
|
+29,103
|
+16%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.51M
|
+$120K
|
+3,047
|
+1%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$8.43M
|
+$139K
|
+3,539
|
+2%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$8.28M
|
+$7.35M
|
+187,034
|
+1,115%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$8.01M
|
+$359K
|
+9,141
|
+5%
|
|
|
23
|
|
$7.99M
|
-$58.3K
|
-1,483
|
-0.7%
|
|
|
24
|
Family Capital Trust
Peabody,
Massachusetts
|
$7.95M
|
+$100K
|
+2,555
|
+1%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$7.72M
|
+$19.1K
|
+485
|
+0.3%
|
|
