|
1
|
|
$79.2M
|
+$6.26M
|
+124,176
|
+9%
|
|
|
2
|
|
$43.3M
|
-$7.96M
|
-157,868
|
-16%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.9M
|
+$10.1M
|
+199,642
|
+32%
|
|
|
4
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$32.4M
|
-$2.41M
|
-47,725
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$29.6M
|
+$13M
|
+257,736
|
+79%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$8M
|
+158,632
|
+40%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22.5M
|
+$8.55M
|
+169,586
|
+61%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$21.8M
|
+$11.9M
|
+236,034
|
+121%
|
|
|
9
|
|
$20.1M
|
+$3.24M
|
+64,251
|
+19%
|
|
|
10
|
IHT Wealth Management
Chicago,
Illinois
|
$16.6M
|
+$16.5M
|
+328,157
|
New
|
|
|
11
|
Patten & Patten
Chattanooga,
Tennessee
|
$16.1M
|
-$131K
|
-2,595
|
-0.8%
|
|
|
12
|
Spinnaker Trust
Portland,
Maine
|
$16M
|
-$1.41M
|
-28,000
|
-8%
|
|
|
13
|
McGowan Group Asset Management
Dallas,
Texas
|
$15.1M
|
+$1.31M
|
+25,998
|
+10%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$11.5M
|
-$771K
|
-15,290
|
-6%
|
|
|
15
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8.53M
|
+$898K
|
+17,807
|
+12%
|
|
|
16
|
Avalon Capital Management
Port Of Redwood City,
California
|
$8.36M
|
+$5.87M
|
+116,351
|
+237%
|
|
|
17
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.69M
|
+$1.04M
|
+20,571
|
+18%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$6.66M
|
-$640K
|
-12,693
|
-9%
|
|
|
19
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$6.65M
|
-$5.54M
|
-109,879
|
-45%
|
|
|
20
|
Tiemann Investment Advisors
Menlo Park,
California
|
$6.62M
|
+$1.01M
|
+20,022
|
+18%
|
|
|
21
|
Sage Rhino Capital
Menlo Park,
California
|
$6.13M
|
-$1.17M
|
-23,187
|
-16%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.09M
|
+$4.3M
|
+85,366
|
+243%
|
|
|
23
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$5.56M
|
+$687K
|
+13,628
|
+14%
|
|
|
24
|
Potentia Wealth
San Jose,
California
|
$5.47M
|
+$334K
|
+6,631
|
+7%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.19M
|
-$2.23M
|
-44,322
|
-30%
|
|
