|
1
|
|
$90.9M
|
-$3.01M
|
-60,257
|
-3%
|
|
|
2
|
|
$50.2M
|
+$9.86M
|
+197,496
|
+25%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$45M
|
+$9.67M
|
+193,730
|
+27%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.5M
|
-$1.3M
|
-26,024
|
-4%
|
|
|
5
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$26.9M
|
-$417K
|
-8,355
|
-2%
|
|
|
6
|
|
$21.6M
|
+$14.6M
|
+291,829
|
+212%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$21.4M
|
-$2.3M
|
-46,160
|
-10%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$15.1M
|
+$14.1M
|
+282,295
|
+1,461%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$13.3M
|
+$571K
|
+11,451
|
+4%
|
|
|
10
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$12.5M
|
+$12.4M
|
+249,024
|
New
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$9.51M
|
+$4.24M
|
+85,002
|
+81%
|
|
|
12
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$9.39M
|
-$1.15M
|
-23,079
|
-11%
|
|
|
13
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8.47M
|
-$544K
|
-10,894
|
-6%
|
|
|
14
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$6.76M
|
-$1.15M
|
-22,961
|
-15%
|
|
|
15
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$6.6M
|
-$13.9M
|
-279,083
|
-68%
|
|
|
16
|
Bristlecone Advisors
Bellevue,
Washington
|
$5.25M
|
-$1.35M
|
-27,143
|
-21%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.86M
|
+$395K
|
+7,908
|
+9%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$4.7M
|
-$368K
|
-7,376
|
-7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.52M
|
+$717K
|
+14,369
|
+19%
|
|
|
20
|
Sage Rhino Capital
Menlo Park,
California
|
$4.51M
|
+$276K
|
+5,531
|
+7%
|
|
|
21
|
Tiemann Investment Advisors
Menlo Park,
California
|
$4.36M
|
+$1.08M
|
+21,575
|
+33%
|
|
|
22
|
Adell Harriman & Carpenter
Houston,
Texas
|
$4.08M
|
-$2.7M
|
-54,109
|
-40%
|
|
|
23
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.44M
|
+$293K
|
+5,872
|
+9%
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
$2.72M
|
-$1.18M
|
-23,737
|
-30%
|
|
|
25
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.55M
|
-$102K
|
-2,050
|
-4%
|
|
