|
1
|
Strategic Financial Services
Utica,
New York
|
$244M
|
+$18.8M
|
+629,430
|
+8%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$90.2M
|
+$8.44M
|
+281,774
|
+10%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$72.5M
|
+$799K
|
+26,680
|
+1%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$52.6M
|
+$1.2M
|
+39,922
|
+2%
|
|
|
5
|
Atomi Financial Group
New York
|
$44.2M
|
+$11.7M
|
+389,581
|
+34%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$43.2M
|
+$8.34M
|
+278,438
|
+23%
|
|
|
7
|
|
$40.9M
|
+$40M
|
+1,334,188
|
+1,462%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.8M
|
-$4.98M
|
-166,148
|
-11%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$35.3M
|
+$788K
|
+26,299
|
+2%
|
|
|
10
|
Stokes Family Office
New Orleans,
Louisiana
|
$30.7M
|
+$1.84M
|
+61,555
|
+6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$27.2M
|
+$28.3M
|
+946,471
|
New
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$26.9M
|
-$291K
|
-9,713
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$25.6M
|
+$156K
|
+5,209
|
+0.6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.4M
|
+$3.76M
|
+125,481
|
+17%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$24.4M
|
+$22.3M
|
+746,286
|
+712%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$22.1M
|
-$595K
|
-19,882
|
-3%
|
|
|
17
|
|
$20.5M
|
+$201K
|
+6,712
|
+0.9%
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
$19.6M
|
+$2.73M
|
+91,143
|
+15%
|
|
|
19
|
Foster & Motley
Cincinnati,
Ohio
|
$14.6M
|
-$817K
|
-27,292
|
-5%
|
|
|
20
|
Modern Wealth Management
Lenexa,
Kansas
|
$14.6M
|
+$767K
|
+25,602
|
+5%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$1.46M
|
+48,892
|
+12%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
+$75K
|
+2,506
|
+0.6%
|
|
|
23
|
Sterling Financial Group
Pasadena,
California
|
$12.5M
|
+$13M
|
+435,009
|
New
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.1M
|
-$908K
|
-30,327
|
-7%
|
|
|
25
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$11.6M
|
-$28.1K
|
-939
|
-0.2%
|
|
