|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$220M
|
+$29.1M
|
+533,092
|
+15%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$206M
|
+$9.27M
|
+169,767
|
+5%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$183M
|
+$4.51M
|
+82,678
|
+2%
|
|
|
4
|
|
$39.7M
|
+$4.22M
|
+77,258
|
+12%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$32.6M
|
+$1.64M
|
+30,041
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
+$1.77M
|
+32,431
|
+7%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$26.1M
|
-$1.27M
|
-23,292
|
-5%
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$20.5M
|
+$2.62M
|
+48,074
|
+15%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$17.5M
|
+$9.05M
|
+165,829
|
+104%
|
|
|
10
|
55I LLC
Boston,
Massachusetts
|
$9.93M
|
+$899K
|
+16,459
|
+10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$9.9M
|
+$163K
|
+2,979
|
+2%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.86M
|
+$1.78M
|
+32,690
|
+22%
|
|
|
13
|
|
$8.87M
|
+$1M
|
+18,349
|
+13%
|
|
|
14
|
Venturi Wealth Management
Austin,
Texas
|
$8.15M
|
+$1.92M
|
+35,093
|
+30%
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$6.69M
|
-$32.9K
|
-603
|
-0.5%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$6.45M
|
-$143K
|
-2,619
|
-2%
|
|
|
17
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$6.3M
|
+$1.1M
|
+20,180
|
+21%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.25M
|
-$129K
|
-2,367
|
-2%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$5.8M
|
+$1.27M
|
+23,233
|
+27%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.64M
|
–
|
–
|
–
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$3.91M
|
+$378K
|
+6,931
|
+11%
|
|
|
22
|
Wade Financial Advisory
Campbell,
California
|
$3.91M
|
-$84.2K
|
-1,542
|
-2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.76M
|
+$2.66M
|
+48,757
|
+231%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$3.56M
|
-$413K
|
-7,563
|
-10%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.29M
|
+$33.5K
|
+614
|
+1%
|
|
