|
1
|
Strategic Financial Services
Utica,
New York
|
$209M
|
+$15.2M
|
+532,135
|
+8%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$74.5M
|
+$1.69M
|
+59,184
|
+2%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$59.7M
|
+$875K
|
+30,612
|
+2%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$53M
|
+$569K
|
+19,898
|
+1%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.2M
|
-$9.19M
|
-321,362
|
-21%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$29.7M
|
-$43.9M
|
-1,534,077
|
-61%
|
|
|
7
|
Arden Trust
Wilmington,
Delaware
|
$29.2M
|
-$42.8K
|
-1,496
|
-0.2%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.9M
|
+$910K
|
+31,826
|
+4%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$25.2M
|
-$518K
|
-18,118
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$22.5M
|
+$7.32M
|
+255,989
|
+51%
|
|
|
11
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$21.6M
|
+$5.18M
|
+181,092
|
+33%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$17.3M
|
-$353K
|
-12,350
|
-2%
|
|
|
13
|
|
$16.8M
|
+$12.7M
|
+443,162
|
+368%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$15.9M
|
-$1.65M
|
-57,691
|
-10%
|
|
|
15
|
|
$15.3M
|
-$330K
|
-11,544
|
-2%
|
|
|
16
|
Meridian Management
Little Rock,
Arkansas
|
$13.6M
|
-$231K
|
-8,085
|
-2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$972K
|
+33,998
|
+8%
|
|
|
18
|
Atomi Financial Group
New York
|
$13.3M
|
+$11.7M
|
+410,547
|
+1,212%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$13M
|
+$468K
|
+16,359
|
+4%
|
|
|
20
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$11.9M
|
+$563K
|
+19,680
|
+5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$418K
|
-14,637
|
-4%
|
|
|
22
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.5M
|
-$6.98M
|
-244,272
|
-39%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$1.3M
|
-45,403
|
-12%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$7.78M
|
+$214K
|
+7,470
|
+3%
|
|
|
25
|
Wade Financial Advisory
Campbell,
California
|
$7.6M
|
-$243K
|
-8,491
|
-3%
|
|
