|
1
|
Strategic Financial Services
Utica,
New York
|
$245M
|
-$5.65M
|
-88,925
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$98.5M
|
+$7.58M
|
+119,180
|
+9%
|
|
|
3
|
Acropolis Investment Management
St. Louis,
Missouri
|
$52.2M
|
+$870K
|
+13,677
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$41.1M
|
+$19.8M
|
+312,161
|
+101%
|
|
|
5
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$37.1M
|
+$1.51M
|
+23,700
|
+4%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$31.4M
|
+$256K
|
+4,021
|
+0.9%
|
|
|
7
|
|
$31.3M
|
-$1.76M
|
-27,706
|
-6%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$31M
|
+$711K
|
+11,175
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$27.9M
|
+$5.77M
|
+90,769
|
+28%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$26.2M
|
+$573K
|
+9,008
|
+2%
|
|
|
11
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$24.2M
|
+$23M
|
+362,226
|
New
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$23.7M
|
-$295K
|
-4,646
|
-1%
|
|
|
13
|
Searcy Financial Services
Overland Park,
Kansas
|
$23.5M
|
+$374K
|
+5,877
|
+2%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$18M
|
-$1.2M
|
-18,848
|
-6%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.3M
|
+$2.74M
|
+43,160
|
+20%
|
|
|
16
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$17M
|
+$335K
|
+5,271
|
+2%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$16.4M
|
+$8.06M
|
+126,729
|
+105%
|
|
|
18
|
Reston Wealth Management
Reston,
Virginia
|
$16.4M
|
+$510K
|
+8,022
|
+3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16M
|
+$8.44M
|
+132,727
|
+122%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
-$302K
|
-4,748
|
-2%
|
|
|
21
|
Fox Financial
Wyomissing,
Pennsylvania
|
$14M
|
+$2.91M
|
+45,707
|
+28%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$495K
|
+7,779
|
+4%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$12.6M
|
+$6.3M
|
+99,019
|
+109%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$11.9M
|
+$1.38M
|
+21,776
|
+16%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.6M
|
+$2.06M
|
+32,323
|
+23%
|
|
