|
1
|
|
$94M
|
+$2.4M
|
+48,093
|
+3%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.2M
|
+$3.78M
|
+75,940
|
+13%
|
|
|
3
|
|
$25.6M
|
+$2.11M
|
+42,248
|
+9%
|
|
|
4
|
Bristlecone Advisors
Bellevue,
Washington
|
$17.3M
|
-$1.12M
|
-22,572
|
-6%
|
|
|
5
|
Hightower 6M Holding
Wichita,
Kansas
|
$16.2M
|
-$997K
|
-20,005
|
-6%
|
|
|
6
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$14.4M
|
-$2.94M
|
-59,057
|
-17%
|
|
|
7
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$13M
|
+$499K
|
+10,014
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$810K
|
+16,251
|
+8%
|
|
|
9
|
Adell Harriman & Carpenter
Houston,
Texas
|
$9.49M
|
-$601K
|
-12,065
|
-6%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.92M
|
+$1.17M
|
+23,448
|
+17%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$5.94M
|
-$48.6K
|
-975
|
-0.8%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$5.55M
|
-$320K
|
-6,413
|
-5%
|
|
|
13
|
KCS Wealth Advisory
Los Angeles,
California
|
$5.48M
|
+$3.74M
|
+75,049
|
+213%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.97M
|
+$4.99M
|
+100,076
|
New
|
|
|
15
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.95M
|
+$4.96M
|
+99,562
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.71M
|
+$2.49M
|
+50,008
|
+112%
|
|
|
17
|
Brio Consultants
San Francisco,
California
|
$4.63M
|
+$3.82M
|
+76,726
|
+460%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$4.38M
|
-$58.5K
|
-1,173
|
-1%
|
|
|
19
|
Atwood & Palmer
Kansas City,
Missouri
|
$4.01M
|
+$3.15M
|
+63,190
|
+362%
|
|
|
20
|
Asio Capital
Lexington,
Kentucky
|
$3.06M
|
-$2.66M
|
-53,430
|
-46%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3M
|
-$81.4K
|
-1,634
|
-3%
|
|
|
22
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.82M
|
-$32.3K
|
-648
|
-1%
|
|
|
23
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.25M
|
-$558K
|
-11,202
|
-20%
|
|
|
24
|
Evermay Wealth Management
Arlington,
Virginia
|
$2.14M
|
+$307K
|
+6,162
|
+17%
|
|
|
25
|
|
$1.67M
|
-$3.75M
|
-75,285
|
-69%
|
|
