|
1
|
49 Wealth Management
Austin,
Texas
|
$23.6M
|
+$2.54M
|
+48,115
|
+12%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
+$2.6M
|
+49,243
|
+18%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$339K
|
+6,404
|
+3%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$10.8M
|
-$266K
|
-5,029
|
-2%
|
|
|
5
|
|
$9.51M
|
-$147K
|
-2,783
|
-2%
|
|
|
6
|
SAM Advisors
Oakhurst,
California
|
$9.35M
|
+$203K
|
+3,830
|
+2%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$8.85M
|
-$186K
|
-3,517
|
-2%
|
|
|
8
|
American Money Management
Rancho Santa Fe,
California
|
$8.52M
|
+$891K
|
+16,844
|
+12%
|
|
|
9
|
|
$8.11M
|
-$8.65M
|
-163,597
|
-52%
|
|
|
10
|
KWB Wealth
Redlands,
California
|
$7.42M
|
+$125K
|
+2,371
|
+2%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$7.28M
|
+$565K
|
+10,690
|
+9%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.9M
|
+$6.72M
|
+126,986
|
New
|
|
|
13
|
RHS Financial
San Francisco,
California
|
$5.73M
|
+$110K
|
+2,086
|
+2%
|
|
|
14
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$5.61M
|
-$3.23M
|
-60,982
|
-37%
|
|
|
15
|
|
$5.12M
|
+$3.76M
|
+71,060
|
+287%
|
|
|
16
|
|
$4.44M
|
+$1.67M
|
+31,525
|
+61%
|
|
|
17
|
|
$3.98M
|
+$604K
|
+11,417
|
+18%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.83M
|
+$15.7K
|
+296
|
+0.4%
|
|
|
19
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.82M
|
-$48.8K
|
-923
|
-1%
|
|
|
20
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.24M
|
+$140K
|
+2,642
|
+5%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$3.24M
|
+$1.8M
|
+34,005
|
+128%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2.57M
|
+$29.1K
|
+550
|
+1%
|
|
|
23
|
|
$2.5M
|
+$1.04M
|
+19,597
|
+72%
|
|
|
24
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.45M
|
+$572K
|
+10,809
|
+31%
|
|
|
25
|
Schiavi & Co
Wilmington,
Delaware
|
$2.38M
|
-$23.6K
|
-447
|
-1%
|
|
