|
1
|
Strategic Financial Services
Utica,
New York
|
$162M
|
+$1.67M
|
+62,611
|
+1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$74.4M
|
-$1.77M
|
-66,353
|
-2%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$64.9M
|
+$1.63M
|
+61,010
|
+2%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$59.7M
|
+$2.33M
|
+87,066
|
+4%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$44.6M
|
+$108K
|
+4,061
|
+0.2%
|
|
|
6
|
Meridian Management
Little Rock,
Arkansas
|
$36.6M
|
+$240K
|
+8,997
|
+0.6%
|
|
|
7
|
Stokes Family Office
New Orleans,
Louisiana
|
$28M
|
-$234K
|
-8,762
|
-0.8%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.7M
|
+$26.7M
|
+1,001,104
|
+2,989%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$22.9M
|
-$138K
|
-5,169
|
-0.6%
|
|
|
10
|
Arden Trust
Wilmington,
Delaware
|
$22.8M
|
+$2.61M
|
+97,801
|
+12%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.7M
|
+$325K
|
+12,179
|
+1%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.8M
|
-$1.6M
|
-60,039
|
-8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$16.1M
|
+$1.53M
|
+57,404
|
+10%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$15.8M
|
-$21.9K
|
-819
|
-0.1%
|
|
|
15
|
|
$13.8M
|
-$644K
|
-24,096
|
-4%
|
|
|
16
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$13.3M
|
+$624K
|
+23,375
|
+5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$3.64M
|
-136,094
|
-21%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
-$552K
|
-20,663
|
-4%
|
|
|
19
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$10.7M
|
+$210K
|
+7,864
|
+2%
|
|
|
20
|
First Command Advisory Services
Fort Worth,
Texas
|
$10.6M
|
-$1.04M
|
-39,020
|
-9%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$10.5M
|
+$216K
|
+8,071
|
+2%
|
|
|
22
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$9.33M
|
+$893K
|
+33,425
|
+10%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$6.87M
|
-$410K
|
-15,362
|
-5%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$6.45M
|
+$44.2K
|
+1,654
|
+0.7%
|
|
|
25
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$5.48M
|
-$2.4M
|
-89,759
|
-30%
|
|
