|
1
|
|
$94.6M
|
+$2.4M
|
+48,244
|
+3%
|
|
|
2
|
|
$40.2M
|
+$6.3M
|
+126,315
|
+19%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.2M
|
-$1.25M
|
-24,983
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$28.5M
|
+$8.63M
|
+173,197
|
+43%
|
|
|
5
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$21.8M
|
+$7.53M
|
+151,040
|
+53%
|
|
|
6
|
|
$16.9M
|
-$16.8M
|
-337,199
|
-50%
|
|
|
7
|
|
$13.2M
|
+$4.6M
|
+92,250
|
+53%
|
|
|
8
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$11.7M
|
+$3.48M
|
+69,877
|
+42%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
+$330K
|
+6,628
|
+3%
|
|
|
10
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8.88M
|
-$483K
|
-9,697
|
-5%
|
|
|
11
|
KCS Wealth Advisory
Los Angeles,
California
|
$8.3M
|
-$2.66M
|
-53,458
|
-24%
|
|
|
12
|
Adell Harriman & Carpenter
Houston,
Texas
|
$6.64M
|
-$578K
|
-11,607
|
-8%
|
|
|
13
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.41M
|
-$2.44M
|
-48,890
|
-28%
|
|
|
14
|
Highland Financial Advisors
Wayne,
New Jersey
|
$5.44M
|
+$891K
|
+17,882
|
+20%
|
|
|
15
|
Atwood & Palmer
Kansas City,
Missouri
|
$5.01M
|
+$357K
|
+7,155
|
+8%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$4.8M
|
+$2.78M
|
+55,768
|
+138%
|
|
|
17
|
Brio Consultants
San Francisco,
California
|
$3.91M
|
-$164K
|
-3,288
|
-4%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$3.51M
|
-$322K
|
-6,462
|
-8%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.35M
|
-$226K
|
-4,541
|
-6%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$3.1M
|
+$1.85M
|
+37,030
|
+147%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3M
|
+$231K
|
+4,629
|
+8%
|
|
|
22
|
Sage Rhino Capital
Menlo Park,
California
|
$2.67M
|
+$921K
|
+18,479
|
+53%
|
|
|
23
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.66M
|
+$734K
|
+14,735
|
+38%
|
|
|
24
|
Tiemann Investment Advisors
Menlo Park,
California
|
$2.64M
|
+$1.02M
|
+20,403
|
+63%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.17M
|
+$53.3K
|
+1,069
|
+3%
|
|
