|
1
|
Strategic Financial Services
Utica,
New York
|
$196M
|
-$597K
|
-14,125
|
-0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$68.2M
|
-$894K
|
-21,130
|
-1%
|
|
|
3
|
|
$51.3M
|
+$4M
|
+94,525
|
+9%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$45.7M
|
+$1.29M
|
+30,593
|
+3%
|
|
|
5
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$43.7M
|
+$12.4M
|
+293,175
|
+40%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$34.9M
|
-$1.96M
|
-46,366
|
-5%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$30M
|
+$3.66M
|
+86,512
|
+14%
|
|
|
8
|
|
$24.3M
|
+$838K
|
+19,815
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$21.9M
|
-$742K
|
-17,537
|
-3%
|
|
|
10
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$16.7M
|
-$2.26M
|
-53,374
|
-12%
|
|
|
11
|
Keebeck Wealth Management
Chicago,
Illinois
|
$13.5M
|
-$3.66M
|
-86,442
|
-21%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.3M
|
+$958K
|
+22,653
|
+8%
|
|
|
13
|
Homrich & Berg
Atlanta,
Georgia
|
$9.7M
|
-$424K
|
-10,027
|
-4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.7M
|
+$727K
|
+17,186
|
+8%
|
|
|
15
|
Wade Financial Advisory
Campbell,
California
|
$9.55M
|
+$660K
|
+15,605
|
+8%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$9.44M
|
-$1.86M
|
-44,060
|
-17%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$9.17M
|
-$268K
|
-6,337
|
-3%
|
|
|
18
|
First Ascent Asset Management
Denver,
Colorado
|
$8.91M
|
-$362K
|
-8,552
|
-4%
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
$8.46M
|
+$8.35M
|
+197,438
|
New
|
|
|
20
|
Family Capital Trust
Peabody,
Massachusetts
|
$8.37M
|
+$338
|
+8
|
+0%
|
|
|
21
|
|
$8.26M
|
-$159K
|
-3,755
|
-2%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$8.08M
|
-$354K
|
-8,376
|
-4%
|
|
|
23
|
|
$7.88M
|
-$1.83M
|
-43,198
|
-19%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$7.85M
|
-$286K
|
-6,760
|
-4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.72M
|
+$24.2K
|
+572
|
+0.3%
|
|
