|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$273M
|
+$20.3M
|
+386,693
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$261M
|
+$14.7M
|
+280,276
|
+6%
|
|
|
3
|
Strategic Financial Services
Utica,
New York
|
$196M
|
-$2.3M
|
-43,907
|
-1%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$60.2M
|
-$40.4M
|
-769,807
|
-40%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$36.3M
|
-$753K
|
-14,355
|
-2%
|
|
|
6
|
|
$26.8M
|
-$1.82M
|
-34,772
|
-6%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.4M
|
-$785K
|
-14,956
|
-3%
|
|
|
8
|
Acropolis Investment Management
St. Louis,
Missouri
|
$24.4M
|
+$25M
|
+475,740
|
New
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$23.6M
|
-$1.37M
|
-26,096
|
-5%
|
|
|
10
|
Financial Management Professionals
Austin,
Texas
|
$21.4M
|
+$173K
|
+3,300
|
+0.8%
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$12.2M
|
+$821K
|
+15,655
|
+7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
+$4.13M
|
+78,764
|
+61%
|
|
|
13
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$10.5M
|
+$439K
|
+8,363
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.51M
|
-$916K
|
-17,454
|
-10%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.44M
|
-$667K
|
-12,713
|
-7%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$7.48M
|
+$4.14K
|
+79
|
+0.1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$7.25M
|
+$323K
|
+6,155
|
+5%
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.73M
|
-$4.82M
|
-91,895
|
-41%
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
$5.47M
|
-$241K
|
-4,599
|
-4%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$5.08M
|
+$147K
|
+2,807
|
+3%
|
|
|
21
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.74M
|
+$4.85M
|
+92,492
|
New
|
|
|
22
|
First Ascent Asset Management
Denver,
Colorado
|
$3.87M
|
+$74.2K
|
+1,415
|
+2%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.25M
|
-$20.6K
|
-392
|
-0.6%
|
|
|
24
|
DDFG Inc
Thousand Oaks,
California
|
$3.15M
|
-$2.77M
|
-52,836
|
-46%
|
|
|
25
|
GEM Asset Management
Plymouth,
Michigan
|
$3.14M
|
+$2.36K
|
+45
|
+0.1%
|
|
