|
1
|
Strategic Financial Services
Utica,
New York
|
$241M
|
-$7.85M
|
-113,237
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$110M
|
+$9.8M
|
+141,387
|
+10%
|
|
|
3
|
Acropolis Investment Management
St. Louis,
Missouri
|
$54.1M
|
+$943K
|
+13,614
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$50.8M
|
+$9.21M
|
+132,977
|
+21%
|
|
|
5
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$38.3M
|
+$587K
|
+8,479
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$32.5M
|
+$4.27M
|
+61,597
|
+15%
|
|
|
7
|
Financial Management Professionals
Austin,
Texas
|
$32.5M
|
+$532K
|
+7,678
|
+2%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$31.7M
|
+$32.5M
|
+469,495
|
New
|
|
|
9
|
|
$30.8M
|
-$1.1M
|
-15,920
|
-3%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$30.2M
|
-$1.36M
|
-19,563
|
-4%
|
|
|
11
|
Pacific Center for Financial Services
San Ramon,
California
|
$27.5M
|
+$896K
|
+12,927
|
+3%
|
|
|
12
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$26.1M
|
+$641K
|
+9,250
|
+3%
|
|
|
13
|
Searcy Financial Services
Overland Park,
Kansas
|
$23.8M
|
-$73.5K
|
-1,061
|
-0.3%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$22.6M
|
-$1.59M
|
-22,913
|
-6%
|
|
|
15
|
Fox Financial
Wyomissing,
Pennsylvania
|
$18.8M
|
+$4.73M
|
+68,239
|
+32%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.7M
|
+$2.5M
|
+36,155
|
+15%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$18.4M
|
-$58.8K
|
-849
|
-0.3%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.3M
|
+$17.8M
|
+257,284
|
+1,926%
|
|
|
19
|
Reston Wealth Management
Reston,
Virginia
|
$16.8M
|
+$158K
|
+2,283
|
+0.9%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$1.7M
|
+24,605
|
+12%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$15M
|
-$1.8M
|
-25,938
|
-10%
|
|
|
22
|
Family Office Research
Bethesda,
Maryland
|
$13.7M
|
+$14.1M
|
+202,997
|
New
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.3M
|
+$1.54M
|
+22,194
|
+13%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.2M
|
-$4.47M
|
-64,457
|
-25%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$12.8M
|
-$17.5K
|
-252
|
-0.1%
|
|
