|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$619M
|
+$47.8M
|
+1,364,109
|
+9%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$309M
|
+$804K
|
+22,947
|
+0.3%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$231M
|
+$225M
|
+6,432,520
|
New
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$117M
|
+$2.34M
|
+66,902
|
+2%
|
|
|
5
|
|
$113M
|
+$22.4M
|
+640,000
|
+25%
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
$107M
|
+$4.74M
|
+135,334
|
+5%
|
|
|
7
|
Atomi Financial Group
New York
|
$70.4M
|
+$6.62M
|
+189,049
|
+11%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$66.3M
|
+$79.7K
|
+2,275
|
+0.1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$50.8M
|
+$12.5M
|
+356,945
|
+34%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$45.2M
|
+$774K
|
+22,100
|
+2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$37.1M
|
+$2.92M
|
+83,408
|
+9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.6M
|
-$1.23M
|
-35,261
|
-3%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$31.2M
|
-$358K
|
-10,216
|
-1%
|
|
|
14
|
Sterling Financial Group
Pasadena,
California
|
$29M
|
+$6.46M
|
+184,398
|
+30%
|
|
|
15
|
|
$28.1M
|
-$24.6M
|
-702,725
|
-47%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$27.8M
|
-$94.3K
|
-2,693
|
-0.3%
|
|
|
17
|
|
$26.6M
|
+$2.95M
|
+84,192
|
+13%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.4M
|
-$5.05M
|
-144,250
|
-17%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$25.1M
|
-$2.2M
|
-62,766
|
-8%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.8M
|
-$23.9M
|
-682,735
|
-51%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
+$1.32M
|
+37,688
|
+7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$366K
|
-10,443
|
-2%
|
|
|
23
|
Weil Company
San Diego,
California
|
$15.2M
|
+$332K
|
+9,472
|
+2%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$14.4M
|
-$359K
|
-10,259
|
-2%
|
|
|
25
|
Stokes Family Office
New Orleans,
Louisiana
|
$13.6M
|
-$15M
|
-428,774
|
-53%
|
|
