|
1
|
Strategic Financial Services
Utica,
New York
|
$227M
|
+$23.2M
|
+781,505
|
+11%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$79.7M
|
+$59.4M
|
+2,003,473
|
+276%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$71.4M
|
-$1.57M
|
-52,870
|
-2%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$51.4M
|
-$515K
|
-17,348
|
-1%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46.2M
|
+$9.96M
|
+335,604
|
+27%
|
|
|
6
|
Kestra Investment Management
Austin,
Texas
|
$31.4M
|
+$31.9M
|
+1,074,373
|
New
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.6M
|
-$28.3M
|
-954,045
|
-48%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$28.4M
|
-$631K
|
-21,282
|
-2%
|
|
|
9
|
Arden Trust
Wilmington,
Delaware
|
$28.4M
|
-$237K
|
-7,983
|
-0.8%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.9M
|
-$435K
|
-14,661
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$24.1M
|
+$2.07M
|
+69,770
|
+9%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$23.8M
|
-$852K
|
-28,732
|
-3%
|
|
|
13
|
Atomi Financial Group
New York
|
$21.5M
|
+$8.62M
|
+290,658
|
+65%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.3M
|
+$14.7M
|
+496,814
|
+380%
|
|
|
15
|
Foster & Motley
Cincinnati,
Ohio
|
$16.3M
|
-$600K
|
-20,223
|
-3%
|
|
|
16
|
Stokes Family Office
New Orleans,
Louisiana
|
$16.3M
|
+$5.07M
|
+170,870
|
+44%
|
|
|
17
|
First Command Advisory Services
Fort Worth,
Texas
|
$15M
|
+$2.29M
|
+77,071
|
+18%
|
|
|
18
|
|
$14.7M
|
-$354K
|
-11,942
|
-2%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.2M
|
-$1.4M
|
-47,142
|
-9%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$11.9K
|
+400
|
+0.1%
|
|
|
21
|
Meridian Management
Little Rock,
Arkansas
|
$12.3M
|
-$1.01M
|
-33,914
|
-7%
|
|
|
22
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$11.7M
|
-$1.57K
|
-53
|
-0%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$117K
|
+3,930
|
+1%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.2M
|
+$10.3M
|
+347,020
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$9.89M
|
-$75.1K
|
-2,532
|
-0.7%
|
|
