|
1
|
Strategic Financial Services
Utica,
New York
|
$135M
|
+$2.63M
|
+112,420
|
+2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62M
|
-$1.34M
|
-57,211
|
-2%
|
|
|
3
|
|
$51.1M
|
-$66.3K
|
-2,835
|
-0.1%
|
|
|
4
|
|
$33.8M
|
+$37.7M
|
+1,612,985
|
New
|
|
|
5
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$30.5M
|
+$3.92M
|
+167,660
|
+13%
|
|
|
6
|
Meridian Management
Little Rock,
Arkansas
|
$26.5M
|
+$2.52M
|
+107,855
|
+9%
|
|
|
7
|
Callan Capital
La Jolla,
California
|
$24.1M
|
-$992K
|
-42,413
|
-4%
|
|
|
8
|
Stokes Family Office
New Orleans,
Louisiana
|
$23.8M
|
+$2.74M
|
+117,264
|
+12%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$20.6M
|
-$14.2M
|
-608,286
|
-38%
|
|
|
10
|
|
$20.1M
|
+$18.5M
|
+789,334
|
+467%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
-$1.01M
|
-43,205
|
-5%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$18.3M
|
-$739K
|
-31,577
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$2.2M
|
+94,027
|
+12%
|
|
|
14
|
|
$17.5M
|
-$1.34M
|
-57,445
|
-6%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.2M
|
+$403K
|
+17,229
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.54M
|
-$3.79M
|
-161,820
|
-26%
|
|
|
17
|
First Ascent Asset Management
Denver,
Colorado
|
$9.32M
|
+$562K
|
+24,027
|
+6%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$8.97M
|
+$5.37M
|
+229,540
|
+115%
|
|
|
19
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$7.93M
|
+$188K
|
+8,020
|
+2%
|
|
|
20
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.73M
|
+$4.38M
|
+187,350
|
+103%
|
|
|
21
|
First Command Advisory Services
Fort Worth,
Texas
|
$7.68M
|
+$435K
|
+18,578
|
+5%
|
|
|
22
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$7.54M
|
+$1.33M
|
+57,015
|
+19%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$6.45M
|
+$1.4M
|
+59,864
|
+24%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$6.44M
|
+$7.2M
|
+307,673
|
New
|
|
|
25
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.25M
|
-$4.23M
|
-180,628
|
-42%
|
|
