|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$78.1M
|
+$14.9M
|
+296,335
|
+24%
|
|
|
2
|
|
$56.8M
|
-$20.9M
|
-414,186
|
-27%
|
|
|
3
|
|
$56.6M
|
+$2.69M
|
+53,318
|
+5%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30M
|
-$926K
|
-18,364
|
-3%
|
|
|
5
|
Inscription Capital
Houston,
Texas
|
$28.1M
|
+$20.1M
|
+398,291
|
+254%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.1M
|
-$949K
|
-18,807
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.3M
|
-$1.06M
|
-20,996
|
-5%
|
|
|
8
|
|
$17.3M
|
-$1.07M
|
-21,179
|
-6%
|
|
|
9
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$16.6M
|
+$16.6M
|
+328,395
|
New
|
|
|
10
|
Patten & Patten
Chattanooga,
Tennessee
|
$16.6M
|
+$564K
|
+11,180
|
+4%
|
|
|
11
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$14.9M
|
+$366K
|
+7,253
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$7.95M
|
+157,606
|
+140%
|
|
|
13
|
McGowan Group Asset Management
Dallas,
Texas
|
$13.7M
|
+$13M
|
+258,477
|
+2,206%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.1M
|
+$11.1M
|
+219,977
|
New
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$9.65M
|
+$1.02M
|
+20,164
|
+12%
|
|
|
16
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$8.97M
|
+$2.2M
|
+43,552
|
+33%
|
|
|
17
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8.01M
|
-$176K
|
-3,499
|
-2%
|
|
|
18
|
Sage Rhino Capital
Menlo Park,
California
|
$7.47M
|
+$1.24M
|
+24,610
|
+20%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.48M
|
+$1.11M
|
+22,054
|
+21%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$5.66M
|
-$1.03M
|
-20,347
|
-15%
|
|
|
21
|
Tiemann Investment Advisors
Menlo Park,
California
|
$5.5M
|
+$270K
|
+5,354
|
+5%
|
|
|
22
|
Bristlecone Advisors
Bellevue,
Washington
|
$4.92M
|
+$162K
|
+3,210
|
+3%
|
|
|
23
|
Adell Harriman & Carpenter
Houston,
Texas
|
$4.36M
|
-$44.4K
|
-880
|
-1%
|
|
|
24
|
Ignite Planners
San Clemente,
California
|
$3.63M
|
+$414K
|
+8,216
|
+13%
|
|
|
25
|
|
$3.15M
|
+$3.14M
|
+62,292
|
New
|
|
