|
1
|
EP Wealth Advisors
Torrance,
California
|
$32.7M
|
+$7.36M
|
+145,692
|
+29%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.8M
|
+$207K
|
+4,096
|
+2%
|
|
|
3
|
One Capital Management
Westlake Village,
California
|
$9.51M
|
+$527K
|
+10,426
|
+6%
|
|
|
4
|
Delos Wealth Advisors
Dallas,
Texas
|
$7.03M
|
+$956K
|
+18,913
|
+16%
|
|
|
5
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$6.27M
|
+$705K
|
+13,955
|
+13%
|
|
|
6
|
Income Research & Management
Boston,
Massachusetts
|
$5.06M
|
–
|
–
|
–
|
|
|
7
|
BCGM Wealth Management
Lafayette,
Indiana
|
$4.41M
|
+$960K
|
+18,993
|
+28%
|
|
|
8
|
Balance Wealth
Delaware,
Ohio
|
$1.72M
|
+$1.72M
|
+33,975
|
New
|
|
|
9
|
Guardian Financial Partners
Orange,
California
|
$1.48M
|
-$44.1K
|
-873
|
-3%
|
|
|
10
|
JDM Financial Group
Austin,
Texas
|
$1.45M
|
+$248K
|
+4,912
|
+21%
|
|
|
11
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$939K
|
+$8.34K
|
+165
|
+0.9%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$921K
|
+$323K
|
+6,387
|
+54%
|
|
|
13
|
M Holdings Securities
Portland,
Oregon
|
$650K
|
+$15.8K
|
+312
|
+2%
|
|
|
14
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$616K
|
–
|
–
|
–
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$552K
|
+$86.8K
|
+1,717
|
+19%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$552K
|
+$86.8K
|
+1,717
|
+19%
|
|
|
17
|
Victory Financial Group
Austin,
Texas
|
$515K
|
+$521K
|
+10,301
|
New
|
|
|
18
|
FullCircle Wealth
Dallas,
Texas
|
$483K
|
–
|
–
|
–
|
|
|
19
|
|
$430K
|
-$172K
|
-3,395
|
-29%
|
|
|
20
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$378K
|
-$19.1K
|
-377
|
-5%
|
|
|
21
|
Blume Capital Management
Berkeley,
California
|
$362K
|
-$15.2K
|
-300
|
-4%
|
|
|
22
|
Fiducient Advisors
Chicago,
Illinois
|
$314K
|
+$313K
|
+6,200
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$283K
|
+$283K
|
+5,600
|
New
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$203K
|
+$203K
|
+4,009
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$185K
|
+$8.39K
|
+166
|
+5%
|
|
