|
1
|
49 Wealth Management
Austin,
Texas
|
$20.5M
|
+$19.6M
|
+391,643
|
New
|
|
|
2
|
|
$16.5M
|
+$7.12M
|
+141,908
|
+82%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$190K
|
-3,781
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$2.08M
|
+41,408
|
+20%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$10.9M
|
-$1.05M
|
-20,868
|
-9%
|
|
|
6
|
|
$9.45M
|
-$148K
|
-2,959
|
-2%
|
|
|
7
|
SAM Advisors
Oakhurst,
California
|
$8.95M
|
+$266K
|
+5,295
|
+3%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$8.84M
|
-$554K
|
-11,050
|
-6%
|
|
|
9
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$8.67M
|
-$18.7M
|
-372,002
|
-69%
|
|
|
10
|
American Money Management
Rancho Santa Fe,
California
|
$7.45M
|
-$160K
|
-3,191
|
-2%
|
|
|
11
|
KWB Wealth
Redlands,
California
|
$7.14M
|
+$2.52M
|
+50,171
|
+58%
|
|
|
12
|
GW & Wade
Wellesley,
Massachusetts
|
$6.73M
|
+$63.5K
|
+1,265
|
+1%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$6.57M
|
+$679K
|
+13,525
|
+12%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.35M
|
+$417K
|
+8,312
|
+7%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$5.5M
|
+$401K
|
+7,995
|
+8%
|
|
|
16
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.78M
|
-$1.36M
|
-27,075
|
-27%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.73M
|
+$1.43M
|
+28,418
|
+66%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$3.41M
|
-$601K
|
-11,980
|
-16%
|
|
|
19
|
|
$3.29M
|
+$392K
|
+7,815
|
+14%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.05M
|
-$152K
|
-3,038
|
-5%
|
|
|
21
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.04M
|
-$30.7K
|
-611
|
-1%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.82M
|
+$995K
|
+19,837
|
+58%
|
|
|
23
|
|
$2.7M
|
-$574K
|
-11,433
|
-18%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$2.51M
|
-$151K
|
-3,013
|
-6%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.49M
|
+$154K
|
+3,065
|
+7%
|
|
