|
1
|
|
$72.4M
|
+$16.3M
|
+324,548
|
+29%
|
|
|
2
|
|
$51M
|
-$5.37M
|
-106,574
|
-9%
|
|
|
3
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$34.6M
|
+$19.9M
|
+394,106
|
+134%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.6M
|
+$1.85M
|
+36,680
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$805K
|
+15,979
|
+4%
|
|
|
6
|
Spinnaker Trust
Portland,
Maine
|
$17.3M
|
+$17.4M
|
+345,399
|
New
|
|
|
7
|
|
$16.9M
|
-$407K
|
-8,089
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$2.9M
|
+57,620
|
+21%
|
|
|
9
|
Patten & Patten
Chattanooga,
Tennessee
|
$16.2M
|
-$330K
|
-6,549
|
-2%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.9M
|
+$2.85M
|
+56,602
|
+26%
|
|
|
11
|
McGowan Group Asset Management
Dallas,
Texas
|
$13.7M
|
+$142K
|
+2,817
|
+1%
|
|
|
12
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$12.2M
|
-$4.37M
|
-86,851
|
-26%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$12.2M
|
+$12.2M
|
+242,727
|
New
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$9.78M
|
+$9.81M
|
+194,712
|
New
|
|
|
15
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$7.58M
|
-$366K
|
-7,267
|
-5%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.38M
|
-$70.3M
|
-1,395,465
|
-90%
|
|
|
17
|
Sage Rhino Capital
Menlo Park,
California
|
$7.26M
|
-$147K
|
-2,912
|
-2%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$7.25M
|
-$2.33M
|
-46,283
|
-24%
|
|
|
19
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$6.2M
|
-$2.71M
|
-53,720
|
-30%
|
|
|
20
|
Adell Harriman & Carpenter
Houston,
Texas
|
$5.63M
|
+$1.31M
|
+26,024
|
+30%
|
|
|
21
|
Bristlecone Advisors
Bellevue,
Washington
|
$5.62M
|
+$743K
|
+14,751
|
+15%
|
|
|
22
|
Tiemann Investment Advisors
Menlo Park,
California
|
$5.58M
|
+$124K
|
+2,456
|
+2%
|
|
|
23
|
Potentia Wealth
San Jose,
California
|
$5.1M
|
+$5.12M
|
+101,546
|
New
|
|
|
24
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$4.84M
|
+$2.53M
|
+50,285
|
+109%
|
|
|
25
|
|
$3.88M
|
+$750K
|
+14,881
|
+24%
|
|
