|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$788M
|
+$45.7M
|
+1,153,967
|
+6%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$339M
|
+$409K
|
+10,315
|
+0.1%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$245M
|
-$3.59M
|
-90,603
|
-1%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$130M
|
+$348K
|
+8,796
|
+0.3%
|
|
|
5
|
|
$123M
|
–
|
–
|
–
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
$120M
|
-$1.2M
|
-30,327
|
-1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$96.4M
|
+$41.2M
|
+1,040,346
|
+72%
|
|
|
8
|
Atomi Financial Group
New York
|
$75.4M
|
-$2.75M
|
-69,409
|
-3%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$73.8M
|
+$2.11M
|
+53,350
|
+3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$55.1M
|
+$9.97M
|
+251,777
|
+22%
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$33.6M
|
-$15.3M
|
-385,420
|
-31%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.6M
|
-$6.02M
|
-151,934
|
-15%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$32.7M
|
-$823K
|
-20,780
|
-2%
|
|
|
14
|
|
$30.8M
|
+$2.45M
|
+61,835
|
+8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
+$3.97M
|
+100,281
|
+15%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$26.7M
|
-$3.34M
|
-84,393
|
-11%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.7M
|
+$23.7M
|
+597,067
|
+1,650%
|
|
|
18
|
|
$24.4M
|
-$3.59M
|
-90,557
|
-13%
|
|
|
19
|
First Command Advisory Services
Fort Worth,
Texas
|
$22.9M
|
-$4.57M
|
-115,371
|
-16%
|
|
|
20
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$21.8M
|
+$22.1M
|
+558,670
|
New
|
|
|
21
|
AlphaCore Capital
La Jolla,
California
|
$21.7M
|
-$2.49M
|
-62,854
|
-10%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20M
|
-$11.1M
|
-279,533
|
-35%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.6M
|
-$7.19M
|
-181,562
|
-27%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$18M
|
+$9.12M
|
+230,349
|
+93%
|
|
|
25
|
Weil Company
San Diego,
California
|
$17.9M
|
+$248K
|
+6,270
|
+1%
|
|
