|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$201M
|
+$15.2M
|
+281,640
|
+8%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$197M
|
–
|
–
|
–
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$195M
|
+$1.46M
|
+27,060
|
+0.8%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$182M
|
+$4.61M
|
+85,421
|
+3%
|
|
|
5
|
|
$36.3M
|
-$3.12M
|
-57,803
|
-8%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$31.6M
|
+$4.38M
|
+81,232
|
+16%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$27.9M
|
+$645K
|
+11,951
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$24.8M
|
-$2M
|
-36,999
|
-8%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$18M
|
+$4.95M
|
+91,803
|
+39%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$9.94M
|
-$42.6K
|
-790
|
-0.4%
|
|
|
11
|
55I LLC
Boston,
Massachusetts
|
$9.23M
|
+$7.97M
|
+147,757
|
+722%
|
|
|
12
|
Financial Management Professionals
Austin,
Texas
|
$8.78M
|
-$1.78M
|
-33,069
|
-17%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.27M
|
+$1.53M
|
+28,371
|
+23%
|
|
|
14
|
|
$8.04M
|
-$719K
|
-13,325
|
-8%
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$6.86M
|
+$6.74M
|
+124,985
|
New
|
|
|
16
|
Cerity Partners OCIO
New York
|
$6.72M
|
-$126K
|
-2,329
|
-2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$6.51M
|
+$281K
|
+5,204
|
+5%
|
|
|
18
|
Venturi Wealth Management
Austin,
Texas
|
$6.4M
|
+$1.56M
|
+28,954
|
+33%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.7M
|
–
|
–
|
–
|
|
|
20
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$5.32M
|
+$667K
|
+12,371
|
+15%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$4.64M
|
+$486K
|
+9,009
|
+12%
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
$4.08M
|
+$344K
|
+6,381
|
+9%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$4.05M
|
-$2.72M
|
-50,460
|
-41%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$3.61M
|
+$609K
|
+11,285
|
+21%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.33M
|
+$139K
|
+2,572
|
+4%
|
|
