|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$27M
|
+$66.9K
|
+1,310
|
+0.2%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$16.8M
|
-$156K
|
-3,056
|
-0.9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$207K
|
+4,053
|
+1%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$9.79M
|
-$916K
|
-17,950
|
-8%
|
|
|
5
|
|
$9.68M
|
+$9.79M
|
+191,763
|
New
|
|
|
6
|
|
$9.57M
|
-$234K
|
-4,577
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.14M
|
+$3.51M
|
+68,842
|
+61%
|
|
|
8
|
|
$8.62M
|
+$1.16M
|
+22,796
|
+15%
|
|
|
9
|
SAM Advisors
Oakhurst,
California
|
$8.42M
|
+$150K
|
+2,934
|
+2%
|
|
|
10
|
GW & Wade
Wellesley,
Massachusetts
|
$7.25M
|
-$196K
|
-3,834
|
-3%
|
|
|
11
|
American Money Management
Rancho Santa Fe,
California
|
$7.24M
|
+$88.9K
|
+1,742
|
+1%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$6.91M
|
-$1.33M
|
-26,132
|
-16%
|
|
|
13
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$6.89M
|
-$941K
|
-18,444
|
-12%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.5M
|
+$865K
|
+16,946
|
+18%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$4.83M
|
+$586K
|
+11,479
|
+14%
|
|
|
16
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.64M
|
+$4.69M
|
+91,865
|
New
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$4.48M
|
-$115K
|
-2,247
|
-2%
|
|
|
18
|
Crumly & Associates
Springfield,
Illinois
|
$4.09M
|
+$3.55M
|
+69,515
|
+602%
|
|
|
19
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$3.28M
|
-$759K
|
-14,874
|
-19%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.09M
|
+$243K
|
+4,771
|
+8%
|
|
|
21
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.04M
|
-$1.89K
|
-37
|
-0.1%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
+$196K
|
+3,848
|
+7%
|
|
|
23
|
|
$2.81M
|
+$412K
|
+8,071
|
+17%
|
|
|
24
|
Heron Financial Group
New York
|
$2.62M
|
+$57.6K
|
+1,129
|
+2%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.58M
|
-$248K
|
-4,856
|
-9%
|
|
