|
1
|
Strategic Financial Services
Utica,
New York
|
$165M
|
-$17.8M
|
-685,114
|
-10%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$76.6M
|
+$631K
|
+24,229
|
+0.8%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$64.6M
|
+$976K
|
+37,505
|
+2%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$53M
|
+$23.2M
|
+891,581
|
+80%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$46M
|
-$1.11M
|
-42,623
|
-2%
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$42.8M
|
+$1.36M
|
+52,381
|
+3%
|
|
|
7
|
Meridian Management
Little Rock,
Arkansas
|
$37.5M
|
+$5.4M
|
+207,555
|
+17%
|
|
|
8
|
Stokes Family Office
New Orleans,
Louisiana
|
$29.5M
|
-$2.65M
|
-101,794
|
-8%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$26.5M
|
-$777K
|
-29,858
|
-3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.7M
|
+$56.4K
|
+2,165
|
+0.3%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$21.4M
|
-$941K
|
-36,146
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
+$184K
|
+7,073
|
+1%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$16.7M
|
-$658K
|
-25,288
|
-4%
|
|
|
14
|
|
$14.9M
|
-$587K
|
-22,570
|
-4%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$13.6M
|
+$2.63M
|
+100,850
|
+25%
|
|
|
16
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$13M
|
+$2.01M
|
+77,066
|
+19%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$385K
|
+14,782
|
+3%
|
|
|
18
|
Arden Trust
Wilmington,
Delaware
|
$12.4M
|
+$12.2M
|
+468,035
|
New
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$12.1M
|
+$2.21M
|
+85,046
|
+23%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
-$583K
|
-22,388
|
-5%
|
|
|
21
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11M
|
-$41.5K
|
-1,594
|
-0.4%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.98M
|
-$1.22M
|
-46,713
|
-11%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$9.62M
|
+$9.45M
|
+363,225
|
New
|
|
|
24
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$7.77M
|
-$8.59K
|
-330
|
-0.1%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
$7.77M
|
-$436K
|
-16,732
|
-5%
|
|
