|
1
|
Strategic Financial Services
Utica,
New York
|
$167M
|
-$503K
|
-18,760
|
-0.3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$78.9M
|
+$1.35M
|
+50,460
|
+2%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$65.7M
|
+$297K
|
+11,095
|
+0.5%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$59.5M
|
+$5.86M
|
+218,673
|
+11%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$46.2M
|
-$328K
|
-12,242
|
-0.7%
|
|
|
6
|
Meridian Management
Little Rock,
Arkansas
|
$37.7M
|
-$225K
|
-8,408
|
-0.6%
|
|
|
7
|
|
$37.1M
|
+$31.9M
|
+1,192,188
|
+624%
|
|
|
8
|
Stokes Family Office
New Orleans,
Louisiana
|
$29.2M
|
-$603K
|
-22,500
|
-2%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$23.9M
|
-$2.93M
|
-109,337
|
-11%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.2M
|
+$1.25M
|
+46,770
|
+6%
|
|
|
11
|
Arden Trust
Wilmington,
Delaware
|
$21.1M
|
+$8.5M
|
+317,303
|
+68%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20M
|
-$1.61M
|
-60,061
|
-7%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
-$270K
|
-10,067
|
-2%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$16.4M
|
-$532K
|
-19,858
|
-3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$15.1M
|
+$3.4M
|
+127,006
|
+29%
|
|
|
16
|
|
$15M
|
-$122K
|
-4,570
|
-0.8%
|
|
|
17
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$13.2M
|
+$56.4K
|
+2,105
|
+0.4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
-$64.5K
|
-2,408
|
-0.5%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$12.1M
|
-$161K
|
-5,997
|
-1%
|
|
|
20
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$10.9M
|
-$231K
|
-8,604
|
-2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$559K
|
+20,845
|
+6%
|
|
|
22
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$8.78M
|
+$914K
|
+34,108
|
+12%
|
|
|
23
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$8.09M
|
-$35.2M
|
-1,313,001
|
-81%
|
|
|
24
|
Wade Financial Advisory
Campbell,
California
|
$7.54M
|
-$321K
|
-11,962
|
-4%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$6.66M
|
-$240K
|
-8,942
|
-3%
|
|
