|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$221M
|
+$6.53M
|
+132,059
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$216M
|
+$16.7M
|
+337,837
|
+8%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$159M
|
-$4.45M
|
-90,022
|
-2%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88.3M
|
+$6.19M
|
+125,145
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$47.6M
|
+$3.02M
|
+61,017
|
+6%
|
|
|
6
|
|
$26.4M
|
-$3.18M
|
-64,207
|
-10%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.7M
|
-$325K
|
-6,560
|
-1%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$21.8M
|
+$1.36M
|
+27,475
|
+6%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$18.5M
|
+$1.86M
|
+37,538
|
+10%
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.2M
|
-$404K
|
-8,171
|
-3%
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$10M
|
+$297K
|
+6,008
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.98M
|
+$2.21M
|
+44,686
|
+25%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.44M
|
-$193K
|
-3,902
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.31M
|
-$13.8K
|
-279
|
-0.2%
|
|
|
15
|
Sanford Advisory Services
Portage,
Michigan
|
$8.23M
|
+$6.61M
|
+133,518
|
+265%
|
|
|
16
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$8.2M
|
-$164K
|
-3,320
|
-2%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$6.53M
|
-$55.8K
|
-1,127
|
-0.8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
-$3.76K
|
-76
|
-0.1%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$5.75M
|
+$182K
|
+3,682
|
+3%
|
|
|
20
|
Addison Advisors
Middlebury,
Vermont
|
$5.24M
|
-$433K
|
-8,746
|
-7%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$4.3M
|
+$402K
|
+8,129
|
+9%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$3.86M
|
+$1.8M
|
+36,331
|
+73%
|
|
|
23
|
First Ascent Asset Management
Denver,
Colorado
|
$3.43M
|
+$171K
|
+3,451
|
+5%
|
|
|
24
|
|
$3.41M
|
-$553K
|
-11,186
|
-13%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.89M
|
+$396
|
+8
|
+0%
|
|
