|
1
|
Strategic Financial Services
Utica,
New York
|
$303M
|
+$4.9M
|
+65,743
|
+2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$180M
|
+$43.4M
|
+582,029
|
+32%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$174M
|
+$10.1M
|
+135,653
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
+$70.3M
|
+944,088
|
+123%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$104M
|
+$15.4M
|
+207,319
|
+18%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$90.7M
|
+$11.2M
|
+149,923
|
+14%
|
|
|
7
|
Acropolis Investment Management
St. Louis,
Missouri
|
$72.5M
|
+$3.98M
|
+53,379
|
+6%
|
|
|
8
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$50M
|
–
|
–
|
–
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$49.8M
|
+$10.7M
|
+142,928
|
+27%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$42.1M
|
+$4.27M
|
+57,246
|
+11%
|
|
|
11
|
Financial Management Professionals
Austin,
Texas
|
$38.7M
|
-$989K
|
-13,268
|
-3%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$37.9M
|
+$10.8M
|
+145,158
|
+40%
|
|
|
13
|
|
$35.2M
|
-$704K
|
-9,442
|
-2%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$35M
|
+$177K
|
+2,370
|
+0.5%
|
|
|
15
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$34.2M
|
-$715K
|
-9,589
|
-2%
|
|
|
16
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$32.5M
|
-$2.94M
|
-39,494
|
-8%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$31.8M
|
-$1.15M
|
-15,372
|
-3%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$31.5M
|
+$21M
|
+282,018
|
+203%
|
|
|
19
|
Pacific Center for Financial Services
San Ramon,
California
|
$29.6M
|
–
|
–
|
–
|
|
|
20
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$27M
|
+$1.28M
|
+17,197
|
+5%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26M
|
+$818K
|
+10,977
|
+3%
|
|
|
22
|
Madison Wealth Partners
Madison,
Wisconsin
|
$22.7M
|
+$22.6M
|
+303,766
|
New
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22.5M
|
-$262K
|
-3,515
|
-1%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22.3M
|
+$22M
|
+294,594
|
New
|
|
|
25
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$21.7M
|
+$1.07M
|
+14,333
|
+5%
|
|
