|
1
|
Strategic Financial Services
Utica,
New York
|
$231M
|
-$12.1M
|
-197,581
|
-5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$83.5M
|
+$7.01M
|
+114,245
|
+9%
|
|
|
3
|
Acropolis Investment Management
St. Louis,
Missouri
|
$47.3M
|
+$3.99M
|
+65,020
|
+9%
|
|
|
4
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$32.8M
|
+$1.61M
|
+26,210
|
+5%
|
|
|
5
|
|
$30.6M
|
-$294K
|
-4,791
|
-1%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$28.7M
|
+$607K
|
+9,901
|
+2%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$27.9M
|
-$39.5K
|
-644
|
-0.1%
|
|
|
8
|
Pacific Center for Financial Services
San Ramon,
California
|
$23.6M
|
+$411K
|
+6,705
|
+2%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$22.1M
|
+$22.2M
|
+361,852
|
New
|
|
|
10
|
Searcy Financial Services
Overland Park,
Kansas
|
$21.3M
|
+$21.3M
|
+347,708
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$8.43M
|
+137,396
|
+72%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
+$4.44M
|
+72,407
|
+31%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$17.9M
|
-$1.17M
|
-19,095
|
-6%
|
|
|
14
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$15.4M
|
-$730K
|
-11,894
|
-5%
|
|
|
15
|
Reston Wealth Management
Reston,
Virginia
|
$14.6M
|
+$645K
|
+10,522
|
+5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$552K
|
-9,000
|
-4%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.3M
|
-$13.4M
|
-218,013
|
-50%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$2.98M
|
+48,602
|
+32%
|
|
|
19
|
Fox Financial
Wyomissing,
Pennsylvania
|
$10.1M
|
+$10.1M
|
+165,013
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$9.54M
|
-$335K
|
-5,460
|
-3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.76M
|
+$2.68M
|
+43,699
|
+44%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.49M
|
+$8.61M
|
+140,436
|
New
|
|
|
23
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$8.41M
|
+$8.43M
|
+137,393
|
New
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$7.41M
|
+$1.13M
|
+18,456
|
+18%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.64M
|
+$1.83M
|
+29,806
|
+38%
|
|
