|
1
|
Strategic Financial Services
Utica,
New York
|
$267M
|
+$4.6M
|
+151,082
|
+2%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$98.1M
|
+$1.21M
|
+39,810
|
+1%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$84.3M
|
+$6.35M
|
+208,787
|
+8%
|
|
|
4
|
|
$77.7M
|
+$76.7M
|
+2,520,000
|
New
|
|
|
5
|
Kestra Investment Management
Austin,
Texas
|
$70.6M
|
+$32.3M
|
+1,061,028
|
+86%
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$57.2M
|
+$707K
|
+23,242
|
+1%
|
|
|
7
|
Atomi Financial Group
New York
|
$53.3M
|
+$5.83M
|
+191,516
|
+12%
|
|
|
8
|
|
$45.8M
|
+$1.82M
|
+59,978
|
+4%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$37.3M
|
-$8.92M
|
-293,160
|
-20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.1M
|
+$2.71M
|
+89,159
|
+10%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$29.7M
|
+$503K
|
+16,528
|
+2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.1M
|
-$13.4M
|
-440,247
|
-33%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$27.7M
|
-$1.1M
|
-36,322
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$12.8M
|
+419,746
|
+92%
|
|
|
15
|
Modern Wealth Management
Lenexa,
Kansas
|
$23.8M
|
+$8.1M
|
+266,387
|
+53%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$23.1M
|
-$625K
|
-20,536
|
-3%
|
|
|
17
|
First Command Advisory Services
Fort Worth,
Texas
|
$22.6M
|
+$1.53M
|
+50,323
|
+7%
|
|
|
18
|
|
$21.1M
|
-$916K
|
-30,124
|
-4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$20.3M
|
-$7.12M
|
-234,000
|
-26%
|
|
|
20
|
Stokes Family Office
New Orleans,
Louisiana
|
$17.6M
|
-$15.2M
|
-498,948
|
-47%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$14.4M
|
-$1.34M
|
-44,074
|
-9%
|
|
|
22
|
Sterling Financial Group
Pasadena,
California
|
$13.8M
|
+$361K
|
+11,880
|
+3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
-$210K
|
-6,915
|
-2%
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.2M
|
-$842K
|
-27,673
|
-7%
|
|
|
25
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$11.3M
|
-$1.14M
|
-37,634
|
-9%
|
|
