|
1
|
Strategic Financial Services
Utica,
New York
|
$27.7M
|
+$30.3M
|
+772,040
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
+$18.7M
|
+474,761
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.5M
|
+$5.12M
|
+130,380
|
+43%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$13.3M
|
+338,307
|
+441%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.47M
|
+$8.19M
|
+208,540
|
+156,797%
|
|
|
6
|
Lucia Wealth Services
San Diego,
California
|
$6.32M
|
-$2.41M
|
-61,356
|
-26%
|
|
|
7
|
|
$3.49M
|
+$521K
|
+13,266
|
+16%
|
|
|
8
|
Cerity Partners OCIO
New York
|
$3.48M
|
+$1.98M
|
+50,282
|
+107%
|
|
|
9
|
Edge Capital Group
Atlanta,
Georgia
|
$3.3M
|
+$3.62M
|
+92,062
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.41M
|
-$886K
|
-22,562
|
-25%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.38M
|
-$17.3M
|
-440,821
|
-87%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$1.91M
|
-$109K
|
-2,787
|
-5%
|
|
|
13
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$1.41M
|
+$1.55M
|
+39,484
|
New
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.4M
|
+$1.54M
|
+39,076
|
New
|
|
|
15
|
Smart Money Group
Eastland,
Texas
|
$1.35M
|
-$29.3K
|
-746
|
-2%
|
|
|
16
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.21M
|
+$1.32M
|
+33,493
|
New
|
|
|
17
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.12M
|
+$1.23M
|
+31,373
|
New
|
|
|
18
|
|
$1.02M
|
-$1.62M
|
-41,209
|
-59%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$951K
|
+$828K
|
+21,065
|
+384%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$950K
|
+$195K
|
+4,951
|
+23%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$926K
|
-$132K
|
-3,371
|
-12%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$919K
|
-$456K
|
-11,594
|
-31%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$887K
|
+$74.2K
|
+1,888
|
+8%
|
|
|
24
|
SYM Financial Corp
Winona Lake,
Indiana
|
$875K
|
+$819K
|
+20,857
|
+586%
|
|
|
25
|
Ruggie Capital Group
Tavares,
Florida
|
$868K
|
+$809K
|
+20,604
|
+569%
|
|
