|
1
|
|
$92M
|
-$11.6M
|
-230,981
|
-11%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.5M
|
+$12.5M
|
+250,301
|
+78%
|
|
|
3
|
|
$23.5M
|
-$5.74M
|
-114,827
|
-20%
|
|
|
4
|
Bristlecone Advisors
Bellevue,
Washington
|
$18.4M
|
+$759K
|
+15,169
|
+4%
|
|
|
5
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$17.4M
|
+$890K
|
+17,794
|
+5%
|
|
|
6
|
Hightower 6M Holding
Wichita,
Kansas
|
$17.3M
|
-$1.65M
|
-32,957
|
-9%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.1M
|
+$4.82M
|
+96,250
|
+58%
|
|
|
8
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$12.5M
|
+$12.5M
|
+250,652
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$8.87M
|
+177,276
|
+647%
|
|
|
10
|
Adell Harriman & Carpenter
Houston,
Texas
|
$10.1M
|
+$198K
|
+3,966
|
+2%
|
|
|
11
|
Royal Harbor Partners
Houston,
Texas
|
$7.26M
|
+$7.29M
|
+145,635
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.78M
|
-$1.07M
|
-21,456
|
-14%
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$6.01M
|
-$3.47M
|
-69,402
|
-37%
|
|
|
14
|
Rockefeller Capital Management
New York
|
$5.88M
|
+$5.9M
|
+118,006
|
New
|
|
|
15
|
Asio Capital
Lexington,
Kentucky
|
$5.74M
|
+$5.76M
|
+115,110
|
New
|
|
|
16
|
|
$5.42M
|
-$33M
|
-659,852
|
-86%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.45M
|
-$3.95K
|
-79
|
-0.1%
|
|
|
18
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.3M
|
-$198K
|
-3,956
|
-6%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.09M
|
+$2.15M
|
+42,959
|
+226%
|
|
|
20
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.86M
|
+$808K
|
+16,159
|
+39%
|
|
|
21
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.81M
|
-$1.36M
|
-27,162
|
-32%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.23M
|
+$395K
|
+7,892
|
+21%
|
|
|
23
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.84M
|
-$8.9K
|
-178
|
-0.5%
|
|
|
24
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.76M
|
+$1.76M
|
+35,245
|
New
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.27M
|
-$6.27M
|
-125,289
|
-83%
|
|
