|
1
|
Strategic Financial Services
Utica,
New York
|
$149M
|
+$12.5M
|
+485,461
|
+8%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$71M
|
-$2.92M
|
-113,729
|
-4%
|
|
|
3
|
|
$57.4M
|
+$61.5K
|
+2,391
|
+0.1%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$37.5M
|
+$772K
|
+30,045
|
+2%
|
|
|
5
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$30.4M
|
+$12.4M
|
+484,029
|
+60%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$28.1M
|
+$9.1M
|
+353,950
|
+42%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$27.2M
|
+$16.8K
|
+653
|
+0.1%
|
|
|
8
|
Stokes Family Office
New Orleans,
Louisiana
|
$24M
|
+$26.2M
|
+1,018,171
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$21.7M
|
-$1.25M
|
-48,787
|
-5%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$21.3M
|
-$4.43M
|
-172,484
|
-16%
|
|
|
11
|
|
$21M
|
-$38.1M
|
-1,481,379
|
-62%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$9.16M
|
+356,384
|
+88%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.8M
|
+$48.6K
|
+1,889
|
+0.3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
-$428K
|
-16,653
|
-3%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.2M
|
-$585K
|
-22,741
|
-5%
|
|
|
16
|
First Ascent Asset Management
Denver,
Colorado
|
$9.91M
|
+$1.31M
|
+50,916
|
+14%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$8.72M
|
+$23K
|
+896
|
+0.2%
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
$8.19M
|
-$1.09M
|
-42,436
|
-11%
|
|
|
19
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$7.14M
|
+$7.8M
|
+303,297
|
New
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$6.32M
|
+$5.65M
|
+219,650
|
+448%
|
|
|
21
|
Wade Financial Advisory
Campbell,
California
|
$5.84M
|
-$1.75M
|
-68,010
|
-22%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$5.12M
|
+$5.59M
|
+217,354
|
New
|
|
|
23
|
Summit Financial
Parsippany,
New Jersey
|
$4.99M
|
-$1.1M
|
-42,733
|
-17%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$4.68M
|
-$429K
|
-16,680
|
-8%
|
|
|
25
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$4.28M
|
+$3.08M
|
+119,921
|
+194%
|
|
