|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$231M
|
+$250M
|
+3,713,747
|
+64,497%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$224M
|
+$2.19M
|
+32,495
|
+0.9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$117M
|
+$17.2M
|
+255,196
|
+16%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$71.3M
|
+$26.5M
|
+394,121
|
+52%
|
|
|
5
|
Acropolis Investment Management
St. Louis,
Missouri
|
$52M
|
+$2.46M
|
+36,594
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$39.2M
|
+$10.1M
|
+149,460
|
+31%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$34.9M
|
-$442K
|
-6,566
|
-1%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$31.1M
|
+$1.35M
|
+20,105
|
+4%
|
|
|
9
|
|
$29.8M
|
+$1.58M
|
+23,526
|
+5%
|
|
|
10
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$28.5M
|
+$722K
|
+10,739
|
+2%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$27.4M
|
-$1.91M
|
-28,419
|
-6%
|
|
|
12
|
Pacific Center for Financial Services
San Ramon,
California
|
$25.1M
|
-$284K
|
-4,221
|
-1%
|
|
|
13
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$23.7M
|
+$1.91M
|
+28,347
|
+8%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$22.7M
|
+$2.11M
|
+31,297
|
+9%
|
|
|
15
|
Searcy Financial Services
Overland Park,
Kansas
|
$22.6M
|
+$690K
|
+10,263
|
+3%
|
|
|
16
|
Integrity Alliance
Urbandale,
Iowa
|
$20.6M
|
+$10.3M
|
+152,464
|
+85%
|
|
|
17
|
Fox Financial
Wyomissing,
Pennsylvania
|
$17.5M
|
+$227K
|
+3,370
|
+1%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
+$3.16M
|
+46,917
|
+20%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.3M
|
+$88.8K
|
+1,321
|
+0.5%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$17M
|
+$237K
|
+3,529
|
+1%
|
|
|
21
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$15.9M
|
+$17.2M
|
+256,326
|
New
|
|
|
22
|
Reston Wealth Management
Reston,
Virginia
|
$15.8M
|
+$268K
|
+3,985
|
+2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.5M
|
+$2.4M
|
+35,733
|
+18%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$12.9M
|
-$4.35M
|
-64,657
|
-24%
|
|
|
25
|
Family Office Research
Bethesda,
Maryland
|
$12.1M
|
-$609K
|
-9,056
|
-4%
|
|
