|
1
|
Strategic Financial Services
Utica,
New York
|
$229M
|
+$762K
|
+14,470
|
+0.4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$66.1M
|
+$1.82M
|
+34,564
|
+3%
|
|
|
3
|
Acropolis Investment Management
St. Louis,
Missouri
|
$39.4M
|
+$1.91M
|
+36,296
|
+6%
|
|
|
4
|
|
$29.3M
|
-$895K
|
-17,004
|
-3%
|
|
|
5
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$29M
|
+$1.43M
|
+27,187
|
+6%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$27.1M
|
+$205K
|
+3,896
|
+0.9%
|
|
|
7
|
Financial Management Professionals
Austin,
Texas
|
$26.2M
|
+$124K
|
+2,360
|
+0.5%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.4M
|
-$958K
|
-18,191
|
-4%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
-$3.74M
|
-71,084
|
-14%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$21M
|
-$3.44M
|
-65,429
|
-16%
|
|
|
11
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$15.5M
|
+$299K
|
+5,683
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
-$2.07M
|
-39,335
|
-14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.94M
|
+$118K
|
+2,243
|
+1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$8.54M
|
-$145K
|
-2,746
|
-2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.24M
|
-$5.19M
|
-98,608
|
-48%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.71M
|
-$632K
|
-12,005
|
-11%
|
|
|
17
|
|
$5.67M
|
+$363K
|
+6,891
|
+8%
|
|
|
18
|
First Ascent Asset Management
Denver,
Colorado
|
$5.61M
|
+$217K
|
+4,122
|
+5%
|
|
|
19
|
Addison Advisors
Middlebury,
Vermont
|
$5.61M
|
-$61.2K
|
-1,162
|
-1%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$5.22M
|
-$691K
|
-13,126
|
-13%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$4.84M
|
-$913K
|
-17,341
|
-17%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.57M
|
+$472K
|
+8,964
|
+13%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.53M
|
+$1.2M
|
+22,813
|
+42%
|
|
|
24
|
Cora Capital Advisors
Marlton,
New Jersey
|
$4.49M
|
+$227K
|
+4,309
|
+6%
|
|
|
25
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$4.05M
|
+$3.62M
|
+68,849
|
New
|
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