|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
+$544K
|
+9,906
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14.7M
|
+$779K
|
+14,190
|
+5%
|
|
|
3
|
|
$12.7M
|
+$4.57M
|
+83,330
|
+55%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$10.1M
|
-$848K
|
-15,453
|
-8%
|
|
|
5
|
SAM Advisors
Oakhurst,
California
|
$9.42M
|
-$40.1K
|
-731
|
-0.4%
|
|
|
6
|
|
$9.32M
|
-$306K
|
-5,568
|
-3%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$8.74M
|
-$220K
|
-4,001
|
-2%
|
|
|
8
|
American Money Management
Rancho Santa Fe,
California
|
$8.73M
|
+$115K
|
+2,096
|
+1%
|
|
|
9
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$8.38M
|
+$8.5M
|
+154,873
|
New
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$7.66M
|
+$295K
|
+5,377
|
+4%
|
|
|
11
|
KWB Wealth
Redlands,
California
|
$7.16M
|
-$266K
|
-4,850
|
-3%
|
|
|
12
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.91M
|
-$157K
|
-2,853
|
-2%
|
|
|
13
|
RHS Financial
San Francisco,
California
|
$5.93M
|
+$135K
|
+2,462
|
+2%
|
|
|
14
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$5.46M
|
-$218K
|
-3,977
|
-4%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$4.75M
|
+$1.49M
|
+27,198
|
+45%
|
|
|
16
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4.15M
|
+$4.21M
|
+76,669
|
New
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.01M
|
+$144K
|
+2,616
|
+4%
|
|
|
18
|
|
$3.99M
|
-$39.8K
|
-726
|
-1%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.87M
|
-$3.46K
|
-63
|
-0.1%
|
|
|
20
|
|
$3.85M
|
-$655K
|
-11,942
|
-14%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.82M
|
+$1.44M
|
+26,243
|
+59%
|
|
|
22
|
|
$3.8M
|
-$1.41M
|
-25,645
|
-27%
|
|
|
23
|
Berger Financial Group
Plymouth,
Minnesota
|
$3.22M
|
-$63.3K
|
-1,153
|
-2%
|
|
|
24
|
49 Wealth Management
Austin,
Texas
|
$2.93M
|
-$21.2M
|
-385,608
|
-88%
|
|
|
25
|
|
$2.62M
|
+$97.7K
|
+1,780
|
+4%
|
|
