|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$544M
|
+$515M
|
+15,849,541
|
+54,816%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$294M
|
-$2.67M
|
-82,288
|
-1%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$109M
|
+$450K
|
+13,846
|
+0.4%
|
|
|
4
|
Tolleson Wealth Management
Dallas,
Texas
|
$97.6M
|
+$3.85M
|
+118,649
|
+4%
|
|
|
5
|
|
$86.3M
|
–
|
–
|
–
|
|
|
6
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$63.1M
|
-$318K
|
-9,806
|
-0.5%
|
|
|
7
|
Atomi Financial Group
New York
|
$60.6M
|
+$1.37M
|
+42,230
|
+2%
|
|
|
8
|
|
$50.8M
|
+$649
|
+20
|
+0%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$46M
|
+$4.36M
|
+134,332
|
+11%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$42.4M
|
-$34.2M
|
-1,053,047
|
-46%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$36.3M
|
+$13.1M
|
+402,408
|
+61%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.1M
|
+$2.62M
|
+80,822
|
+8%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$32.5M
|
-$458K
|
-14,107
|
-1%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$30.1M
|
-$626K
|
-19,287
|
-2%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.2M
|
-$1.96M
|
-60,425
|
-7%
|
|
|
16
|
Stokes Family Office
New Orleans,
Louisiana
|
$27.6M
|
+$7.68M
|
+236,631
|
+41%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$26.6M
|
+$90.4K
|
+2,783
|
+0.4%
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
$26M
|
+$924K
|
+28,467
|
+4%
|
|
|
19
|
|
$22.4M
|
-$924K
|
-28,466
|
-4%
|
|
|
20
|
Sterling Financial Group
Pasadena,
California
|
$21.4M
|
+$5.74M
|
+176,853
|
+40%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
-$10.3M
|
-316,983
|
-36%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$15.1M
|
+$269K
|
+8,276
|
+2%
|
|
|
23
|
Weil Company
San Diego,
California
|
$14.1M
|
+$1.91M
|
+58,815
|
+17%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$14.1M
|
-$1.8M
|
-55,302
|
-12%
|
|
|
25
|
|
$13.1M
|
+$2.62M
|
+80,792
|
+27%
|
|
