|
1
|
Strategic Financial Services
Utica,
New York
|
$170M
|
+$10.9M
|
+464,649
|
+7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.6M
|
-$2.16M
|
-91,957
|
-3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$59.1M
|
+$56.3M
|
+2,402,825
|
New
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$43.7M
|
+$18.6M
|
+793,261
|
+81%
|
|
|
5
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$38.4M
|
+$2.43M
|
+103,683
|
+7%
|
|
|
6
|
Stokes Family Office
New Orleans,
Louisiana
|
$29.9M
|
+$1.87M
|
+79,841
|
+7%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$29.7M
|
-$1.32M
|
-56,107
|
-4%
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$27.3M
|
+$26M
|
+1,110,642
|
New
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$25.3M
|
-$2.82M
|
-120,171
|
-10%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20.7M
|
-$676K
|
-28,830
|
-3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.1M
|
+$1.04M
|
+44,532
|
+6%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$16.1M
|
+$5.34M
|
+227,663
|
+53%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$5.42M
|
-231,008
|
-26%
|
|
|
14
|
|
$14.4M
|
-$5.87M
|
-250,126
|
-30%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.3M
|
+$5.18M
|
+220,955
|
+93%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$9.66K
|
+412
|
+0.1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
-$10.1M
|
-431,514
|
-50%
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$10.3M
|
+$1.14M
|
+48,509
|
+13%
|
|
|
19
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$10.2M
|
+$1.23M
|
+52,622
|
+15%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$10.1M
|
+$2.43M
|
+103,659
|
+34%
|
|
|
21
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$9.4M
|
+$79.3K
|
+3,380
|
+0.9%
|
|
|
22
|
First Command Advisory Services
Fort Worth,
Texas
|
$9.11M
|
+$94.9K
|
+4,045
|
+1%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$7.63M
|
+$42.7K
|
+1,823
|
+0.6%
|
|
|
24
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$7.23M
|
+$6.89M
|
+293,782
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$6.36M
|
+$6.06M
|
+258,623
|
New
|
|
