|
1
|
Strategic Financial Services
Utica,
New York
|
$212M
|
+$2.28M
|
+44,850
|
+1%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$127M
|
-$151M
|
-2,967,855
|
-56%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$121M
|
-$144M
|
-2,838,709
|
-56%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$57.2M
|
+$18.3M
|
+359,678
|
+51%
|
|
|
5
|
Acropolis Investment Management
St. Louis,
Missouri
|
$30.9M
|
+$5.11M
|
+100,478
|
+21%
|
|
|
6
|
|
$29M
|
+$918K
|
+18,039
|
+3%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.6M
|
-$32.7M
|
-641,925
|
-55%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.6M
|
+$51.2K
|
+1,005
|
+0.2%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$24.5M
|
-$112K
|
-2,201
|
-0.5%
|
|
|
10
|
Financial Management Professionals
Austin,
Texas
|
$23.1M
|
+$684K
|
+13,433
|
+3%
|
|
|
11
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$17.2M
|
+$5.92M
|
+116,243
|
+57%
|
|
|
12
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$14.1M
|
+$1.31M
|
+25,692
|
+11%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
-$789K
|
-15,501
|
-7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.97M
|
+$65.5K
|
+1,286
|
+0.8%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.53M
|
-$50.3K
|
-989
|
-0.7%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.03M
|
-$1.71M
|
-33,566
|
-20%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.73M
|
-$292K
|
-5,741
|
-4%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$6.64M
|
-$1.12M
|
-22,010
|
-15%
|
|
|
19
|
Wade Financial Advisory
Campbell,
California
|
$5.49M
|
+$166K
|
+3,266
|
+3%
|
|
|
20
|
|
$5.38M
|
+$5.11M
|
+100,306
|
New
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$5.28M
|
-$428K
|
-8,405
|
-8%
|
|
|
22
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.61M
|
-$335K
|
-6,579
|
-7%
|
|
|
23
|
First Ascent Asset Management
Denver,
Colorado
|
$4.35M
|
+$283K
|
+5,551
|
+7%
|
|
|
24
|
Cora Capital Advisors
Marlton,
New Jersey
|
$3.5M
|
+$779K
|
+15,299
|
+31%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.4M
|
+$6.06K
|
+119
|
+0.2%
|
|
