|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$27M
|
+$1.2M
|
+23,679
|
+5%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$16.9M
|
+$28.7K
|
+566
|
+0.2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$11.1K
|
+218
|
+0.1%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$10.7M
|
-$304K
|
-5,978
|
-3%
|
|
|
5
|
|
$9.8M
|
-$17.3M
|
-340,638
|
-64%
|
|
|
6
|
SAM Advisors
Oakhurst,
California
|
$8.27M
|
-$486K
|
-9,565
|
-6%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$8.23M
|
+$7.82M
|
+154,046
|
+1,725%
|
|
|
8
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$7.82M
|
+$7.87M
|
+154,973
|
New
|
|
|
9
|
|
$7.47M
|
-$4.22M
|
-83,186
|
-36%
|
|
|
10
|
GW & Wade
Wellesley,
Massachusetts
|
$7.44M
|
+$2.32M
|
+45,597
|
+45%
|
|
|
11
|
American Money Management
Rancho Santa Fe,
California
|
$7.15M
|
+$1.17M
|
+23,020
|
+19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.67M
|
+$1.64M
|
+32,333
|
+40%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.65M
|
-$2.65M
|
-52,240
|
-36%
|
|
|
14
|
KWB Wealth
Redlands,
California
|
$4.48M
|
+$18.8K
|
+371
|
+0.4%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.26M
|
+$601K
|
+11,837
|
+16%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$4.24M
|
+$673K
|
+13,255
|
+19%
|
|
|
17
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.94M
|
+$95K
|
+1,872
|
+2%
|
|
|
18
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.04M
|
+$13.7K
|
+270
|
+0.5%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.85M
|
+$2.86M
|
+56,368
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.82M
|
+$990K
|
+19,507
|
+54%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.77M
|
+$2.24M
|
+44,173
|
+414%
|
|
|
22
|
|
$2.7M
|
+$1.64M
|
+32,244
|
+151%
|
|
|
23
|
Heron Financial Group
New York
|
$2.56M
|
+$1.1M
|
+21,576
|
+74%
|
|
|
24
|
|
$2.4M
|
+$388K
|
+7,637
|
+19%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$2.28M
|
+$2.29M
|
+45,200
|
New
|
|
