|
1
|
Strategic Financial Services
Utica,
New York
|
$248M
|
+$3.12M
|
+103,340
|
+1%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$89.9M
|
+$3.99M
|
+132,238
|
+5%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$78.5M
|
+$1.63M
|
+53,933
|
+2%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$56.3M
|
+$979K
|
+32,411
|
+2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47.7M
|
-$1.9M
|
-62,824
|
-4%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$38.5M
|
+$5.34M
|
+176,856
|
+17%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$37.8M
|
+$3.89M
|
+128,701
|
+12%
|
|
|
8
|
Atomi Financial Group
New York
|
$36.1M
|
+$12.5M
|
+413,298
|
+56%
|
|
|
9
|
Stokes Family Office
New Orleans,
Louisiana
|
$31.7M
|
+$13.6M
|
+450,444
|
+81%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.4M
|
+$2.44M
|
+80,717
|
+9%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$29.7M
|
-$838K
|
-27,751
|
-3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$27.8M
|
+$1.82M
|
+60,303
|
+7%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$24.8M
|
-$797K
|
-26,404
|
-3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
+$3.99M
|
+132,288
|
+21%
|
|
|
15
|
|
$22.2M
|
+$6.21M
|
+205,767
|
+41%
|
|
|
16
|
First Command Advisory Services
Fort Worth,
Texas
|
$18.6M
|
+$2.35M
|
+77,750
|
+15%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$16.9M
|
-$660K
|
-21,856
|
-4%
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$15.1M
|
+$14.5M
|
+481,179
|
New
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.2M
|
-$990K
|
-32,789
|
-7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
-$517K
|
-17,121
|
-4%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12.9M
|
+$390K
|
+12,930
|
+3%
|
|
|
22
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$12.7M
|
+$158K
|
+5,217
|
+1%
|
|
|
23
|
Meridian Management
Little Rock,
Arkansas
|
$12.4M
|
-$785K
|
-26,014
|
-6%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
-$73.2K
|
-2,424
|
-0.7%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$8.54M
|
+$124K
|
+4,120
|
+2%
|
|
