|
1
|
Strategic Financial Services
Utica,
New York
|
$290M
|
+$1.99M
|
+25,602
|
+0.7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$224M
|
+$49.7M
|
+639,878
|
+27%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$195M
|
+$168M
|
+2,159,510
|
+508%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$150M
|
-$32.8M
|
-421,736
|
-18%
|
|
|
5
|
Advance Capital Management
Southfield,
Michigan
|
$117M
|
+$120M
|
+1,545,786
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$117M
|
+$12.1M
|
+156,301
|
+11%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$101M
|
+$9.57M
|
+123,234
|
+10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$75.7M
|
-$55.3M
|
-712,222
|
-42%
|
|
|
9
|
Acropolis Investment Management
St. Louis,
Missouri
|
$73.9M
|
+$809K
|
+10,415
|
+1%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$59.1M
|
+$28.1M
|
+361,369
|
+86%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$56.9M
|
+$6.89M
|
+88,667
|
+13%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$55.8M
|
+$17.7M
|
+228,292
|
+45%
|
|
|
13
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$50.4M
|
–
|
–
|
–
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$44.6M
|
+$2.24M
|
+28,885
|
+5%
|
|
|
15
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$42.3M
|
+$43.6M
|
+560,961
|
New
|
|
|
16
|
Financial Management Professionals
Austin,
Texas
|
$39.5M
|
+$470K
|
+6,050
|
+1%
|
|
|
17
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$39.3M
|
+$2.92M
|
+37,561
|
+9%
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$36.2M
|
+$870K
|
+11,204
|
+2%
|
|
|
19
|
|
$33.2M
|
-$2.31M
|
-29,801
|
-6%
|
|
|
20
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$32.7M
|
-$406K
|
-5,223
|
-1%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$29.7M
|
+$8.16M
|
+105,104
|
+36%
|
|
|
22
|
Pacific Center for Financial Services
San Ramon,
California
|
$28.6M
|
-$1.59M
|
-20,432
|
-5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.6M
|
+$2.44M
|
+31,477
|
+9%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.6M
|
+$7.39M
|
+95,100
|
+41%
|
|
|
25
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$24M
|
-$3.31M
|
-42,592
|
-12%
|
|
