|
1
|
EP Wealth Advisors
Torrance,
California
|
$25.2M
|
+$19.9M
|
+394,290
|
+371%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.6M
|
+$689K
|
+13,630
|
+7%
|
|
|
3
|
One Capital Management
Westlake Village,
California
|
$8.95M
|
+$759K
|
+15,025
|
+9%
|
|
|
4
|
Delos Wealth Advisors
Dallas,
Texas
|
$6.05M
|
+$5.94M
|
+117,605
|
+4,565%
|
|
|
5
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$5.55M
|
+$4.09M
|
+80,911
|
+279%
|
|
|
6
|
Income Research & Management
Boston,
Massachusetts
|
$5.04M
|
–
|
–
|
–
|
|
|
7
|
BCGM Wealth Management
Lafayette,
Indiana
|
$3.43M
|
+$245K
|
+4,841
|
+8%
|
|
|
8
|
Guardian Financial Partners
Orange,
California
|
$1.52M
|
+$177K
|
+3,493
|
+13%
|
|
|
9
|
JDM Financial Group
Austin,
Texas
|
$1.2M
|
-$32.1K
|
-635
|
-3%
|
|
|
10
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$927K
|
+$7.93K
|
+157
|
+0.9%
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$632K
|
+$5.41K
|
+107
|
+0.9%
|
|
|
12
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$613K
|
–
|
–
|
–
|
|
|
13
|
|
$599K
|
-$219K
|
-4,343
|
-27%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$595K
|
+$597K
|
+11,819
|
New
|
|
|
15
|
FullCircle Wealth
Dallas,
Texas
|
$485K
|
+$50.5K
|
+1,000
|
+12%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$463K
|
-$544K
|
-10,766
|
-54%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$463K
|
-$544K
|
-10,766
|
-54%
|
|
|
18
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$395K
|
+$161K
|
+3,185
|
+68%
|
|
|
19
|
Blume Capital Management
Berkeley,
California
|
$375K
|
+$376K
|
+7,450
|
New
|
|
|
20
|
Atlas Financial Advisors
Oroville,
California
|
$332K
|
+$333K
|
+6,592
|
New
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$248K
|
+$248K
|
+4,917
|
New
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$176K
|
+$177K
|
+3,500
|
New
|
|
