|
1
|
|
$90.5M
|
-$3.3M
|
-66,655
|
-4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.5M
|
+$3.42M
|
+68,950
|
+11%
|
|
|
3
|
|
$29.8M
|
+$4.31M
|
+86,922
|
+17%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17.2M
|
+$6.25M
|
+126,109
|
+57%
|
|
|
5
|
Bristlecone Advisors
Bellevue,
Washington
|
$15.4M
|
-$1.83M
|
-36,871
|
-11%
|
|
|
6
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$13.7M
|
-$648K
|
-13,066
|
-5%
|
|
|
7
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$12.9M
|
-$79.7K
|
-1,607
|
-0.6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
+$12.4M
|
+249,618
|
New
|
|
|
9
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8.89M
|
+$3.96M
|
+79,837
|
+80%
|
|
|
10
|
KCS Wealth Advisory
Los Angeles,
California
|
$8.02M
|
+$2.56M
|
+51,646
|
+47%
|
|
|
11
|
Adell Harriman & Carpenter
Houston,
Texas
|
$7.68M
|
-$1.78M
|
-35,985
|
-19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.99M
|
-$905K
|
-18,252
|
-11%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$5.04M
|
-$487K
|
-9,835
|
-9%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$4.6M
|
+$4.6M
|
+92,782
|
New
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$4.58M
|
+$589K
|
+11,875
|
+15%
|
|
|
16
|
Brio Consultants
San Francisco,
California
|
$4.51M
|
-$119K
|
-2,407
|
-3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.16M
|
-$201K
|
-4,055
|
-5%
|
|
|
18
|
Highland Financial Advisors
Wayne,
New Jersey
|
$3.91M
|
+$3.91M
|
+78,913
|
New
|
|
|
19
|
|
$3.2M
|
+$1.54M
|
+31,020
|
+93%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.17M
|
-$1.79M
|
-36,078
|
-36%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$3.06M
|
-$2.87M
|
-57,813
|
-48%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.97M
|
-$24.1K
|
-486
|
-0.8%
|
|
|
23
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.59M
|
-$219K
|
-4,415
|
-8%
|
|
|
24
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2.45M
|
+$1.25M
|
+25,182
|
+104%
|
|
|
25
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.06M
|
-$191K
|
-3,853
|
-9%
|
|
