|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$225M
|
+$10.5M
|
+206,374
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$210M
|
+$10.3M
|
+202,632
|
+5%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$171M
|
+$3.77M
|
+73,930
|
+2%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$86.6M
|
-$6M
|
-117,469
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$47M
|
+$9.81M
|
+192,079
|
+24%
|
|
|
6
|
|
$30.7M
|
-$5.74M
|
-112,509
|
-15%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.1M
|
-$2.15M
|
-42,113
|
-8%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$21.5M
|
-$1.49M
|
-29,133
|
-6%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$17.6M
|
+$477K
|
+9,348
|
+3%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11M
|
+$244K
|
+4,780
|
+2%
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$10.2M
|
+$1.14M
|
+22,409
|
+11%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.03M
|
-$235K
|
-4,603
|
-2%
|
|
|
13
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$8.74M
|
+$1.54M
|
+30,193
|
+19%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.72M
|
+$18.7K
|
+366
|
+0.2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.36M
|
+$5.96M
|
+116,750
|
+190%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$6.89M
|
-$18.3K
|
-359
|
-0.2%
|
|
|
17
|
Pasadena Private Wealth
Pasadena,
California
|
$6.16M
|
+$6.71M
|
+131,366
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.08M
|
+$367K
|
+7,187
|
+6%
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
$5.9M
|
-$296K
|
-5,796
|
-4%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$5.85M
|
+$554K
|
+10,857
|
+10%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$4.12M
|
+$43.7K
|
+857
|
+1%
|
|
|
22
|
|
$4.1M
|
-$237K
|
-4,636
|
-5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$3.51M
|
-$6.95M
|
-136,082
|
-65%
|
|
|
24
|
First Ascent Asset Management
Denver,
Colorado
|
$3.43M
|
+$415K
|
+8,126
|
+13%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$3.12M
|
+$3.4M
|
+66,559
|
New
|
|
