|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$896M
|
+$68.1M
|
+1,661,573
|
+8%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$353M
|
-$3.08M
|
-75,217
|
-0.9%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$251M
|
-$6.01M
|
-146,573
|
-2%
|
|
|
4
|
|
$192M
|
+$62.7M
|
+1,528,330
|
+48%
|
|
|
5
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$140M
|
+$3.18M
|
+77,587
|
+2%
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
$126M
|
-$243K
|
-5,920
|
-0.2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$95.5M
|
-$5M
|
-121,946
|
-5%
|
|
|
8
|
Atomi Financial Group
New York
|
$82.5M
|
+$3.17M
|
+77,412
|
+4%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$77.6M
|
+$2.83K
|
+69
|
+0%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$54.2M
|
-$3.69M
|
-89,881
|
-6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
+$8.19M
|
+199,765
|
+23%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$34.5M
|
+$2.37M
|
+57,864
|
+7%
|
|
|
13
|
|
$31.6M
|
-$1.7M
|
-41,524
|
-5%
|
|
|
14
|
Kestra Investment Management
Austin,
Texas
|
$31.5M
|
-$3.86M
|
-94,153
|
-11%
|
|
|
15
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$30.4M
|
+$30.4M
|
+741,199
|
New
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$29M
|
+$9.71M
|
+236,778
|
+50%
|
|
|
17
|
|
$27M
|
+$1.32M
|
+32,228
|
+5%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.8M
|
+$869K
|
+21,200
|
+3%
|
|
|
19
|
Shah Wealth Advisors
Chino Hills,
California
|
$26.8M
|
+$26.8M
|
+654,401
|
New
|
|
|
20
|
Modern Wealth Management
Lenexa,
Kansas
|
$25.8M
|
-$1.76M
|
-42,982
|
-6%
|
|
|
21
|
First Command Advisory Services
Fort Worth,
Texas
|
$24.5M
|
+$470K
|
+11,470
|
+2%
|
|
|
22
|
AlphaCore Capital
La Jolla,
California
|
$22.4M
|
-$449K
|
-10,956
|
-2%
|
|
|
23
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$22.3M
|
-$546K
|
-13,328
|
-2%
|
|
|
24
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$20.9M
|
+$6.85M
|
+167,102
|
+49%
|
|
|
25
|
Weil Company
San Diego,
California
|
$19.7M
|
+$883K
|
+21,524
|
+5%
|
|
