|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$246M
|
+$553K
|
+11,089
|
+0.2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$239M
|
-$284K
|
-5,693
|
-0.1%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$192M
|
+$15M
|
+301,307
|
+8%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$96.6M
|
-$1.36M
|
-27,244
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$35.8M
|
-$17M
|
-341,179
|
-32%
|
|
|
6
|
|
$27.7M
|
-$1.63M
|
-32,804
|
-6%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.3M
|
+$109K
|
+2,192
|
+0.4%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$24.1M
|
-$16.5K
|
-331
|
-0.1%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$20.6M
|
+$20K
|
+402
|
+0.1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$240K
|
+4,822
|
+2%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.1M
|
-$284K
|
-5,690
|
-2%
|
|
|
12
|
Sanford Advisory Services
Portage,
Michigan
|
$11.1M
|
+$1.95M
|
+39,074
|
+21%
|
|
|
13
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$11M
|
-$108K
|
-2,163
|
-1%
|
|
|
14
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$9.73M
|
+$640K
|
+12,835
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.11M
|
-$107K
|
-2,150
|
-1%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.81M
|
-$558K
|
-11,203
|
-6%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$7.24M
|
-$2.84K
|
-57
|
-0%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$6.72M
|
+$276K
|
+5,547
|
+4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$6.46M
|
+$5.88M
|
+118,003
|
+977%
|
|
|
20
|
DDFG Inc
Thousand Oaks,
California
|
$5.67M
|
+$5.69M
|
+114,247
|
New
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$5.53M
|
-$280K
|
-5,627
|
-5%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$5.25M
|
-$1.13M
|
-22,726
|
-18%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$4.78M
|
+$15K
|
+302
|
+0.3%
|
|
|
24
|
|
$4.23M
|
+$4.25M
|
+85,210
|
New
|
|
|
25
|
First Ascent Asset Management
Denver,
Colorado
|
$3.68M
|
-$118K
|
-2,368
|
-3%
|
|
