|
1
|
Strategic Financial Services
Utica,
New York
|
$181M
|
+$5.36M
|
+203,398
|
+3%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$70.9M
|
+$407K
|
+15,444
|
+0.6%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$68.3M
|
+$3.39M
|
+128,752
|
+6%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$55.3M
|
+$24.7M
|
+936,703
|
+91%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$49.2M
|
+$743K
|
+28,184
|
+2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.9M
|
-$34.5M
|
-1,309,290
|
-46%
|
|
|
7
|
Arden Trust
Wilmington,
Delaware
|
$27.5M
|
+$2.59M
|
+98,341
|
+11%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.4M
|
-$183K
|
-6,948
|
-0.8%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$24.2M
|
-$601K
|
-22,809
|
-3%
|
|
|
10
|
Stokes Family Office
New Orleans,
Louisiana
|
$17.7M
|
-$11.9M
|
-451,324
|
-42%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
$16.6M
|
-$488K
|
-18,509
|
-3%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.6M
|
-$2.53M
|
-95,875
|
-14%
|
|
|
13
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$15.2M
|
+$3.39M
|
+128,397
|
+31%
|
|
|
14
|
|
$14.7M
|
-$224K
|
-8,492
|
-2%
|
|
|
15
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$14.2M
|
-$265K
|
-10,067
|
-2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$14M
|
-$3.2M
|
-121,378
|
-20%
|
|
|
17
|
Meridian Management
Little Rock,
Arkansas
|
$13.1M
|
-$25.1M
|
-952,438
|
-67%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
-$729K
|
-27,651
|
-6%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$11.7M
|
+$226K
|
+8,587
|
+2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
+$43.3K
|
+1,644
|
+0.4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$3.2M
|
-121,332
|
-24%
|
|
|
22
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$10.7M
|
+$507K
|
+19,241
|
+5%
|
|
|
23
|
Wade Financial Advisory
Campbell,
California
|
$7.38M
|
-$72.7K
|
-2,759
|
-1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$7.12M
|
+$107K
|
+4,077
|
+2%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$5.37M
|
-$244K
|
-9,238
|
-5%
|
|
