|
1
|
|
$120M
|
+$16.8M
|
+331,513
|
+16%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$68.5M
|
+$15.8M
|
+311,469
|
+30%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.7M
|
+$2.65M
|
+52,499
|
+4%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$48M
|
+$8.57M
|
+169,463
|
+22%
|
|
|
5
|
|
$45.7M
|
-$3.96M
|
-78,356
|
-8%
|
|
|
6
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$39.7M
|
+$190K
|
+3,758
|
+0.5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$38.9M
|
+$7.43M
|
+146,893
|
+24%
|
|
|
8
|
Kensington Asset Management
Austin,
Texas
|
$35.9M
|
+$3.13M
|
+61,913
|
+10%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.2M
|
+$2.67M
|
+52,896
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
+$6.85M
|
+135,510
|
+32%
|
|
|
11
|
|
$20.4M
|
+$93.1K
|
+1,841
|
+0.5%
|
|
|
12
|
Patten & Patten
Chattanooga,
Tennessee
|
$18.7M
|
+$29.6K
|
+585
|
+0.2%
|
|
|
13
|
McGowan Group Asset Management
Dallas,
Texas
|
$18.6M
|
+$1.65M
|
+32,681
|
+10%
|
|
|
14
|
One Capital Management
Westlake Village,
California
|
$16.4M
|
+$16.5M
|
+325,677
|
New
|
|
|
15
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$16.4M
|
+$16.4M
|
+324,420
|
New
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$16.2M
|
+$384K
|
+7,588
|
+2%
|
|
|
17
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$14.4M
|
+$1.1M
|
+21,739
|
+8%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$13.2M
|
+$313K
|
+6,193
|
+2%
|
|
|
19
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$12.7M
|
+$12.7M
|
+251,592
|
New
|
|
|
20
|
Frazier Financial Advisors
Columbus,
Ohio
|
$10.5M
|
-$59.9K
|
-1,184
|
-0.6%
|
|
|
21
|
WinCap Financial
Boston,
Massachusetts
|
$10.3M
|
+$234K
|
+4,628
|
+2%
|
|
|
22
|
Sage Rhino Capital
Menlo Park,
California
|
$9.98M
|
+$4.29M
|
+84,860
|
+75%
|
|
|
23
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$9.74M
|
+$4.19M
|
+82,913
|
+75%
|
|
|
24
|
Inscription Capital
Houston,
Texas
|
$8.78M
|
-$2.1M
|
-41,439
|
-19%
|
|
|
25
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$8.59M
|
+$2.43M
|
+48,044
|
+39%
|
|
