|
1
|
Strategic Financial Services
Utica,
New York
|
$201M
|
+$644K
|
+11,890
|
+0.3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$56.3M
|
+$1.2M
|
+22,122
|
+2%
|
|
|
3
|
Acropolis Investment Management
St. Louis,
Missouri
|
$32.4M
|
+$2.72M
|
+50,282
|
+9%
|
|
|
4
|
|
$26.6M
|
-$1.42M
|
-26,156
|
-5%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.9M
|
-$1.7M
|
-31,331
|
-6%
|
|
|
6
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$24.1M
|
+$7.87M
|
+145,290
|
+45%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$23.6M
|
-$65K
|
-1,200
|
-0.3%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.2M
|
-$2.53M
|
-46,672
|
-9%
|
|
|
9
|
Financial Management Professionals
Austin,
Texas
|
$22.9M
|
+$677K
|
+12,498
|
+3%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$21.8M
|
-$105M
|
-1,944,083
|
-82%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
-$107M
|
-1,971,402
|
-87%
|
|
|
12
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$13.3M
|
-$284K
|
-5,234
|
-2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$611K
|
+11,273
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.63M
|
-$28K
|
-516
|
-0.3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.65M
|
+$409K
|
+7,542
|
+5%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.64M
|
-$1.2M
|
-22,069
|
-17%
|
|
|
17
|
Wade Financial Advisory
Campbell,
California
|
$5.27M
|
-$29.4K
|
-543
|
-0.5%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$5.16M
|
-$1.31M
|
-24,227
|
-20%
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
$4.99M
|
-$102K
|
-1,876
|
-2%
|
|
|
20
|
First Ascent Asset Management
Denver,
Colorado
|
$4.72M
|
+$551K
|
+10,178
|
+13%
|
|
|
21
|
|
$4.63M
|
-$589K
|
-10,880
|
-11%
|
|
|
22
|
Cora Capital Advisors
Marlton,
New Jersey
|
$3.73M
|
+$363K
|
+6,709
|
+10%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.55M
|
+$280K
|
+5,169
|
+8%
|
|
|
24
|
GEM Asset Management
Plymouth,
Michigan
|
$3.21M
|
+$43.2K
|
+797
|
+1%
|
|
|
25
|
DDFG Inc
Thousand Oaks,
California
|
$3.13M
|
-$79.4K
|
-1,465
|
-2%
|
|
