|
1
|
|
$99.7M
|
-$20.9M
|
-413,688
|
-17%
|
|
|
2
|
|
$99M
|
+$53.3M
|
+1,053,663
|
+116%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$83.7M
|
+$15.1M
|
+298,305
|
+22%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$64.1M
|
+$16.1M
|
+318,066
|
+33%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.3M
|
-$1.5M
|
-29,721
|
-2%
|
|
|
6
|
Providence Financial Advisors
Overland Park,
Kansas
|
$56.3M
|
+$56.3M
|
+1,114,284
|
New
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$55.9M
|
-$27.5M
|
-543,935
|
-81%
|
|
|
8
|
Kensington Asset Management
Austin,
Texas
|
$41.4M
|
+$5.58M
|
+110,264
|
+16%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$40.7M
|
+$1.78M
|
+35,160
|
+5%
|
|
|
10
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$38M
|
-$1.76M
|
-34,905
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$30.8M
|
+$2.19M
|
+43,331
|
+8%
|
|
|
12
|
|
$20.5M
|
+$162K
|
+3,208
|
+0.8%
|
|
|
13
|
McGowan Group Asset Management
Dallas,
Texas
|
$19.5M
|
+$906K
|
+17,916
|
+5%
|
|
|
14
|
Patten & Patten
Chattanooga,
Tennessee
|
$18.6M
|
-$115K
|
-2,265
|
-0.6%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$17.3M
|
+$791K
|
+15,635
|
+5%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$16.2M
|
-$22K
|
-436
|
-0.1%
|
|
|
17
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$15.9M
|
-$506K
|
-10,006
|
-3%
|
|
|
18
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$15.1M
|
+$12.2M
|
+240,450
|
+406%
|
|
|
19
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$14.7M
|
+$332K
|
+6,568
|
+2%
|
|
|
20
|
WinCap Financial
Boston,
Massachusetts
|
$14M
|
+$3.67M
|
+72,677
|
+36%
|
|
|
21
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$11.8M
|
-$964K
|
-19,072
|
-8%
|
|
|
22
|
Frazier Financial Advisors
Columbus,
Ohio
|
$10.9M
|
+$460K
|
+9,089
|
+4%
|
|
|
23
|
Fortis Capital Management
Bellevue,
Washington
|
$10.4M
|
+$8.08M
|
+159,798
|
+355%
|
|
|
24
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$10.1M
|
+$324K
|
+6,414
|
+3%
|
|
|
25
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$9.71M
|
+$1.11M
|
+21,894
|
+13%
|
|
