|
1
|
EP Wealth Advisors
Torrance,
California
|
$102M
|
+$102M
|
+2,138,160
|
New
|
|
|
2
|
|
$85.3M
|
+$2.64M
|
+55,424
|
+3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42.7M
|
+$2.54M
|
+53,273
|
+6%
|
|
|
4
|
HB Wealth Management
Atlanta,
Georgia
|
$39.7M
|
-$3.04M
|
-63,784
|
-7%
|
|
|
5
|
Roberts Wealth Advisors
Palo Alto,
California
|
$23.6M
|
+$5.97M
|
+125,393
|
+34%
|
|
|
6
|
Apella Capital
West Hartford,
Connecticut
|
$22M
|
+$620K
|
+13,019
|
+3%
|
|
|
7
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$19.4M
|
+$781K
|
+16,414
|
+4%
|
|
|
8
|
5th Street Advisors
Southport,
Connecticut
|
$17.5M
|
-$91.6K
|
-1,924
|
-0.5%
|
|
|
9
|
Bridgewealth Advisory Group
Fresno,
California
|
$16.9M
|
+$2.38M
|
+50,050
|
+16%
|
|
|
10
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$16.1M
|
+$646K
|
+13,566
|
+4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$16M
|
-$6.69M
|
-140,500
|
-29%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$15.1M
|
+$2.29M
|
+48,038
|
+18%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.4M
|
+$470K
|
+9,869
|
+4%
|
|
|
14
|
TD Capital Management
Memphis,
Tennessee
|
$13.3M
|
+$3.01M
|
+63,310
|
+29%
|
|
|
15
|
SkyOak Wealth
Southfield,
Michigan
|
$12.9M
|
+$1.33M
|
+28,032
|
+12%
|
|
|
16
|
Signet Financial Management
Parsippany,
New Jersey
|
$12.5M
|
+$924K
|
+19,414
|
+8%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.8M
|
+$11.8M
|
+247,249
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$11.1M
|
+$11.1M
|
+233,227
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$9.72M
|
+$7.57M
|
+159,088
|
+351%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$9.23M
|
+$7.92M
|
+166,376
|
+598%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.07M
|
+$8.07M
|
+169,638
|
New
|
|
|
22
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$6.87M
|
+$1.09M
|
+22,917
|
+19%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$6.8M
|
+$55.6K
|
+1,169
|
+0.8%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$6.18M
|
+$3.13M
|
+65,800
|
+103%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.88M
|
-$1.68M
|
-35,328
|
-22%
|
|
