|
1
|
|
$90.4M
|
+$11.1M
|
+221,034
|
+14%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.3M
|
+$10.4M
|
+207,089
|
+25%
|
|
|
3
|
|
$52M
|
+$8.65M
|
+171,582
|
+20%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$40.2M
|
+$10.6M
|
+210,018
|
+36%
|
|
|
5
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$35M
|
+$2.59M
|
+51,470
|
+8%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$33.6M
|
+$5.48M
|
+108,740
|
+20%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$26.9M
|
+$5.13M
|
+101,776
|
+24%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.5M
|
+$3.96M
|
+78,606
|
+18%
|
|
|
9
|
Kensington Asset Management
Austin,
Texas
|
$23.8M
|
+$23.7M
|
+470,267
|
New
|
|
|
10
|
|
$22M
|
+$1.86M
|
+36,808
|
+9%
|
|
|
11
|
Patten & Patten
Chattanooga,
Tennessee
|
$17.1M
|
+$972K
|
+19,294
|
+6%
|
|
|
12
|
McGowan Group Asset Management
Dallas,
Texas
|
$16.4M
|
+$1.27M
|
+25,296
|
+8%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$15.6M
|
-$460K
|
-9,131
|
-3%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.6M
|
+$11.3M
|
+224,249
|
+877%
|
|
|
15
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$11.7M
|
+$3.18M
|
+63,098
|
+37%
|
|
|
16
|
Inscription Capital
Houston,
Texas
|
$11.1M
|
+$11.1M
|
+219,540
|
New
|
|
|
17
|
WinCap Financial
Boston,
Massachusetts
|
$9.2M
|
+$9.17M
|
+181,951
|
New
|
|
|
18
|
Tiemann Investment Advisors
Menlo Park,
California
|
$8.65M
|
+$2.02M
|
+40,005
|
+31%
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$8.04M
|
-$8.53M
|
-169,161
|
-52%
|
|
|
20
|
Bristlecone Advisors
Bellevue,
Washington
|
$7.4M
|
+$696K
|
+13,807
|
+10%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$7.16M
|
+$498K
|
+9,889
|
+8%
|
|
|
22
|
Adell Harriman & Carpenter
Houston,
Texas
|
$6.18M
|
+$1.18M
|
+23,450
|
+24%
|
|
|
23
|
Avalon Capital Management
Port Of Redwood City,
California
|
$6.13M
|
-$2.22M
|
-44,130
|
-27%
|
|
|
24
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$5.76M
|
+$196K
|
+3,896
|
+4%
|
|
|
25
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$5.57M
|
+$2.39M
|
+47,379
|
+76%
|
|
