|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$250M
|
+$15.3M
|
+271,275
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$233M
|
+$13.4M
|
+236,259
|
+6%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$197M
|
+$2.88M
|
+50,862
|
+1%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$196M
|
+$193M
|
+3,417,755
|
New
|
|
|
5
|
|
$45M
|
+$2.67M
|
+47,234
|
+6%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$35.5M
|
+$838K
|
+14,824
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
+$4.03M
|
+71,204
|
+15%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$27.9M
|
+$167K
|
+2,946
|
+0.6%
|
|
|
9
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$21M
|
-$271K
|
-4,800
|
-1%
|
|
|
10
|
Financial Management Professionals
Austin,
Texas
|
$19.4M
|
+$762K
|
+13,470
|
+4%
|
|
|
11
|
55I LLC
Boston,
Massachusetts
|
$10.9M
|
+$290K
|
+5,127
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$317K
|
+5,600
|
+3%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.7M
|
+$166K
|
+2,943
|
+2%
|
|
|
14
|
|
$9.92M
|
+$467K
|
+8,267
|
+5%
|
|
|
15
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$7.51M
|
+$790K
|
+13,976
|
+12%
|
|
|
16
|
Addison Advisors
Middlebury,
Vermont
|
$7.21M
|
+$89.9K
|
+1,590
|
+1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$6.8M
|
+$134K
|
+2,371
|
+2%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$6.42M
|
+$242K
|
+4,286
|
+4%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$6.36M
|
-$495K
|
-8,758
|
-7%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.7M
|
–
|
–
|
–
|
|
|
21
|
Venturi Wealth Management
Austin,
Texas
|
$5.2M
|
-$3.44M
|
-60,868
|
-40%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$4.68M
|
+$508K
|
+8,983
|
+12%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$4.37M
|
+$567K
|
+10,027
|
+15%
|
|
|
24
|
Wade Financial Advisory
Campbell,
California
|
$4.24M
|
+$68.4K
|
+1,209
|
+2%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.87M
|
-$131K
|
-2,309
|
-3%
|
|
