|
1
|
|
$77.4M
|
-$4.28M
|
-85,105
|
-5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$62.8M
|
+$11.7M
|
+232,133
|
+23%
|
|
|
3
|
|
$53.6M
|
+$1.46M
|
+29,123
|
+3%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.7M
|
-$2.98M
|
-59,279
|
-9%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.9M
|
+$24.8M
|
+493,806
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$20.2M
|
-$2.24M
|
-44,667
|
-10%
|
|
|
7
|
|
$18.3M
|
+$582K
|
+11,582
|
+3%
|
|
|
8
|
Patten & Patten
Chattanooga,
Tennessee
|
$16M
|
-$951K
|
-18,940
|
-6%
|
|
|
9
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$14.5M
|
-$4M
|
-79,636
|
-22%
|
|
|
10
|
Gratus Capital
Atlanta,
Georgia
|
$8.71M
|
+$1.79M
|
+35,701
|
+26%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$8.59M
|
-$309K
|
-6,149
|
-3%
|
|
|
12
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8.14M
|
-$183K
|
-3,644
|
-2%
|
|
|
13
|
Inscription Capital
Houston,
Texas
|
$7.9M
|
+$7.88M
|
+156,772
|
New
|
|
|
14
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$6.73M
|
+$6.71M
|
+133,583
|
New
|
|
|
15
|
Rockefeller Capital Management
New York
|
$6.66M
|
+$6.64M
|
+132,161
|
New
|
|
|
16
|
Sage Rhino Capital
Menlo Park,
California
|
$6.19M
|
+$242K
|
+4,815
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.68M
|
+$798K
|
+15,893
|
+16%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.33M
|
+$55.7K
|
+1,108
|
+1%
|
|
|
19
|
Tiemann Investment Advisors
Menlo Park,
California
|
$5.2M
|
+$108K
|
+2,144
|
+2%
|
|
|
20
|
Bristlecone Advisors
Bellevue,
Washington
|
$4.73M
|
-$170K
|
-3,375
|
-3%
|
|
|
21
|
Adell Harriman & Carpenter
Houston,
Texas
|
$4.38M
|
+$227K
|
+4,510
|
+5%
|
|
|
22
|
Symphony Financial Services
Akron,
Ohio
|
$4.27M
|
+$4.27M
|
+85,039
|
New
|
|
|
23
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$4.14M
|
-$1.68M
|
-33,493
|
-29%
|
|
|
24
|
Ignite Planners
San Clemente,
California
|
$3.19M
|
+$667K
|
+13,271
|
+26%
|
|
|
25
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.05M
|
-$488K
|
-9,710
|
-14%
|
|
