|
1
|
EP Wealth Advisors
Torrance,
California
|
$77.4M
|
+$8.87M
|
+174,615
|
+13%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.8M
|
+$1.04M
|
+20,378
|
+6%
|
|
|
3
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$11.6M
|
+$2.08M
|
+41,025
|
+22%
|
|
|
4
|
One Capital Management
Westlake Village,
California
|
$10.7M
|
+$466K
|
+9,160
|
+5%
|
|
|
5
|
Delos Wealth Advisors
Dallas,
Texas
|
$6.74M
|
+$669K
|
+13,161
|
+11%
|
|
|
6
|
BCGM Wealth Management
Lafayette,
Indiana
|
$5.46M
|
+$347K
|
+6,826
|
+7%
|
|
|
7
|
Income Research & Management
Boston,
Massachusetts
|
$5.06M
|
–
|
–
|
–
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$4.03M
|
+$4.05M
|
+79,673
|
New
|
|
|
9
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.98M
|
+$1.5M
|
+29,558
|
+60%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.79M
|
+$430K
|
+8,457
|
+18%
|
|
|
11
|
Balance Wealth
Delaware,
Ohio
|
$2.65M
|
+$90.2K
|
+1,774
|
+4%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$2.53M
|
+$1.99M
|
+39,251
|
+365%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44M
|
+$2.45M
|
+48,170
|
New
|
|
|
14
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.18M
|
+$65.1K
|
+1,281
|
+3%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2.12M
|
+$2.13M
|
+41,921
|
New
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.89M
|
+$3.51K
|
+69
|
+0.2%
|
|
|
17
|
Victory Financial Group
Austin,
Texas
|
$1.59M
|
+$109K
|
+2,137
|
+7%
|
|
|
18
|
Nemes Rush Group
Novi,
Michigan
|
$1.57M
|
+$675K
|
+13,278
|
+75%
|
|
|
19
|
CGN Advisors
Manhattan,
Kansas
|
$1.32M
|
+$345K
|
+6,785
|
+35%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$120K
|
+2,357
|
+12%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$949K
|
+$954K
|
+18,775
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$913K
|
-$69.7K
|
-1,372
|
-7%
|
|
|
23
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$903K
|
-$100K
|
-1,967
|
-10%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$902K
|
–
|
–
|
–
|
|
|
25
|
|
$895K
|
+$514K
|
+10,119
|
+134%
|
|
