|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$27.1M
|
+$116K
|
+2,258
|
+0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
-$45.8K
|
-891
|
-0.3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$11.5M
|
-$5.31M
|
-103,352
|
-31%
|
|
|
4
|
|
$10.7M
|
+$1.18M
|
+22,971
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$1.5M
|
+29,220
|
+16%
|
|
|
6
|
|
$9.25M
|
-$418K
|
-8,126
|
-4%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$9.08M
|
-$702K
|
-13,649
|
-7%
|
|
|
8
|
|
$8.74M
|
+$137K
|
+2,672
|
+2%
|
|
|
9
|
SAM Advisors
Oakhurst,
California
|
$8.36M
|
-$46.9K
|
-913
|
-0.5%
|
|
|
10
|
American Money Management
Rancho Santa Fe,
California
|
$7.34M
|
+$119K
|
+2,322
|
+2%
|
|
|
11
|
GW & Wade
Wellesley,
Massachusetts
|
$6.42M
|
-$834K
|
-16,229
|
-11%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$5.7M
|
+$214K
|
+4,154
|
+4%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$5.65M
|
+$5.76M
|
+112,081
|
New
|
|
|
14
|
First Horizon Advisors
Memphis,
Tennessee
|
$5.01M
|
+$390K
|
+7,586
|
+8%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$4.89M
|
+$78.8K
|
+1,534
|
+2%
|
|
|
16
|
Crumly & Associates
Springfield,
Illinois
|
$4.37M
|
+$289K
|
+5,617
|
+7%
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$4.36M
|
-$121K
|
-2,348
|
-3%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$3.89M
|
+$2.54M
|
+49,475
|
+179%
|
|
|
19
|
|
$3.17M
|
+$790K
|
+15,378
|
+32%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.09M
|
+$524K
|
+10,202
|
+20%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$2.96M
|
+$3.02M
|
+58,804
|
New
|
|
|
22
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.95M
|
-$78.2K
|
-1,522
|
-3%
|
|
|
23
|
|
$2.78M
|
-$19.6K
|
-381
|
-0.7%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$2.57M
|
+$2.62M
|
+50,945
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.24M
|
-$730K
|
-14,207
|
-24%
|
|
