|
1
|
EP Wealth Advisors
Torrance,
California
|
$30.3M
|
-$2.64M
|
-52,465
|
-8%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.8M
|
+$2.87M
|
+56,925
|
+27%
|
|
|
3
|
One Capital Management
Westlake Village,
California
|
$9.76M
|
+$161K
|
+3,194
|
+2%
|
|
|
4
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$6.91M
|
+$576K
|
+11,431
|
+9%
|
|
|
5
|
Delos Wealth Advisors
Dallas,
Texas
|
$5.45M
|
-$1.63M
|
-32,402
|
-23%
|
|
|
6
|
Income Research & Management
Boston,
Massachusetts
|
$5.11M
|
–
|
–
|
–
|
|
|
7
|
BCGM Wealth Management
Lafayette,
Indiana
|
$4.78M
|
+$327K
|
+6,485
|
+7%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.43M
|
+$3.39M
|
+67,218
|
New
|
|
|
9
|
Balance Wealth
Delaware,
Ohio
|
$2.67M
|
+$920K
|
+18,247
|
+54%
|
|
|
10
|
Guardian Financial Partners
Orange,
California
|
$1.64M
|
+$142K
|
+2,811
|
+10%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.49M
|
+$555K
|
+11,017
|
+61%
|
|
|
12
|
Victory Financial Group
Austin,
Texas
|
$1.06M
|
+$523K
|
+10,368
|
+101%
|
|
|
13
|
JDM Financial Group
Austin,
Texas
|
$986K
|
-$473K
|
-9,390
|
-33%
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$957K
|
+$8.82K
|
+175
|
+0.9%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$831K
|
+$619K
|
+12,277
|
+306%
|
|
|
16
|
M Holdings Securities
Portland,
Oregon
|
$714K
|
+$57.2K
|
+1,134
|
+9%
|
|
|
17
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$622K
|
–
|
–
|
–
|
|
|
18
|
FullCircle Wealth
Dallas,
Texas
|
$487K
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$468K
|
+$179K
|
+3,558
|
+64%
|
|
|
20
|
Nemes Rush Group
Novi,
Michigan
|
$456K
|
+$451K
|
+8,939
|
New
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$439K
|
-$117K
|
-2,314
|
-21%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$411K
|
+$406K
|
+8,051
|
New
|
|
|
23
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$382K
|
+$857
|
+17
|
+0.2%
|
|
|
24
|
Blume Capital Management
Berkeley,
California
|
$345K
|
-$20.2K
|
-400
|
-6%
|
|
|
25
|
Fiducient Advisors
Chicago,
Illinois
|
$320K
|
+$2.92K
|
+58
|
+0.9%
|
|
