|
1
|
Strategic Financial Services
Utica,
New York
|
$253M
|
+$4.91M
|
+82,165
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$79.5M
|
+$7.57M
|
+126,774
|
+11%
|
|
|
3
|
Acropolis Investment Management
St. Louis,
Missouri
|
$45M
|
+$2.73M
|
+45,649
|
+7%
|
|
|
4
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$32.4M
|
+$995K
|
+16,658
|
+3%
|
|
|
5
|
|
$32.1M
|
+$371K
|
+6,214
|
+1%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$29.2M
|
+$813K
|
+13,620
|
+3%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$29M
|
-$235K
|
-3,934
|
-0.9%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.7M
|
+$241K
|
+4,039
|
+0.9%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.4M
|
-$2.74M
|
-45,869
|
-11%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$24.1M
|
+$22.6M
|
+379,011
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$19.8M
|
-$2.68M
|
-44,848
|
-13%
|
|
|
12
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$16.7M
|
+$4.9K
|
+82
|
+0%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
-$340K
|
-5,697
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
+$7.73M
|
+129,390
|
+122%
|
|
|
15
|
Reston Wealth Management
Reston,
Virginia
|
$14.5M
|
+$13.7M
|
+228,701
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$12.2M
|
+$7.44M
|
+124,524
|
+186%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$462K
|
-7,732
|
-5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$9.67M
|
+$413K
|
+6,922
|
+5%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$6.52M
|
+$6.13M
|
+102,590
|
New
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.32M
|
+$5.62M
|
+94,090
|
+1,774%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$5.91M
|
-$139K
|
-2,332
|
-2%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.59M
|
-$546K
|
-9,140
|
-9%
|
|
|
23
|
|
$5.46M
|
-$620K
|
-10,378
|
-11%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$5.3M
|
+$60K
|
+1,004
|
+1%
|
|
|
25
|
Cora Capital Advisors
Marlton,
New Jersey
|
$5.07M
|
+$203K
|
+3,402
|
+4%
|
|
