|
1
|
|
$26.4M
|
+$17.5M
|
+365,884
|
+217%
|
|
|
2
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$25.2M
|
+$24.5M
|
+510,621
|
New
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$16.5M
|
+$16M
|
+334,525
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$1.92M
|
+40,044
|
+17%
|
|
|
5
|
|
$11.4M
|
-$993K
|
-20,716
|
-8%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$10.7M
|
+$173K
|
+3,615
|
+2%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$9.72M
|
+$1.31M
|
+27,271
|
+16%
|
|
|
8
|
SAM Advisors
Oakhurst,
California
|
$8.55M
|
+$8.31M
|
+173,417
|
New
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$7.11M
|
+$3.56M
|
+74,235
|
+106%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.4M
|
-$1.28M
|
-26,789
|
-17%
|
|
|
11
|
American Money Management
Rancho Santa Fe,
California
|
$5.85M
|
-$65.7K
|
-1,371
|
-1%
|
|
|
12
|
GW & Wade
Wellesley,
Massachusetts
|
$5.02M
|
+$2.19M
|
+45,662
|
+81%
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$4.46M
|
+$4.08M
|
+85,060
|
+1,558%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.94M
|
+$2.62M
|
+54,656
|
+216%
|
|
|
15
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.88M
|
+$3.65M
|
+76,231
|
New
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.58M
|
+$282K
|
+5,885
|
+9%
|
|
|
17
|
RHS Financial
San Francisco,
California
|
$3.49M
|
+$3.13M
|
+65,226
|
+1,164%
|
|
|
18
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.95M
|
-$85K
|
-1,773
|
-3%
|
|
|
19
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.31M
|
-$445K
|
-9,283
|
-17%
|
|
|
20
|
|
$1.96M
|
+$35.3K
|
+737
|
+2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.8M
|
+$106K
|
+2,221
|
+6%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$1.55M
|
-$261K
|
-5,438
|
-15%
|
|
|
23
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.52M
|
+$1.48M
|
+30,873
|
New
|
|
|
24
|
Heron Financial Group
New York
|
$1.45M
|
-$599K
|
-12,502
|
-30%
|
|
|
25
|
|
$1.38M
|
+$1.35M
|
+28,085
|
New
|
|
