|
1
|
RVW Wealth
Los Angeles,
California
|
$17.8M
|
+$1.65M
|
+45,315
|
+10%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$2.43M
|
+$89.2K
|
+2,451
|
+4%
|
|
|
3
|
|
$1.83M
|
+$1.82M
|
+50,000
|
New
|
|
|
4
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.72M
|
+$275K
|
+7,571
|
+19%
|
|
|
5
|
|
$1.5M
|
+$150K
|
+4,127
|
+11%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
+$202K
|
+5,558
|
+21%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.14M
|
-$156K
|
-4,284
|
-12%
|
|
|
8
|
|
$1.13M
|
–
|
–
|
–
|
|
|
9
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.12M
|
+$19.2K
|
+528
|
+2%
|
|
|
10
|
Regatta Capital Group
El Segundo,
California
|
$843K
|
+$465K
|
+12,781
|
+125%
|
|
|
11
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$605K
|
+$105K
|
+2,876
|
+21%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$603K
|
+$600K
|
+16,490
|
New
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$522K
|
+$167K
|
+4,590
|
+47%
|
|
|
14
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$510K
|
+$508K
|
+13,948
|
New
|
|
|
15
|
Biltmore Family Office
Charlotte,
North Carolina
|
$455K
|
+$74.6K
|
+2,049
|
+20%
|
|
|
16
|
GenWealth Group
Maplewood,
New Jersey
|
$417K
|
+$415K
|
+11,402
|
New
|
|
|
17
|
DOHJ LLC
Seattle,
Washington
|
$402K
|
+$400K
|
+10,997
|
New
|
|
|
18
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$331K
|
–
|
–
|
–
|
|
|
19
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$318K
|
+$50.4K
|
+1,385
|
+19%
|
|
|
20
|
Fortis Capital Management
Bellevue,
Washington
|
$293K
|
+$292K
|
+8,018
|
New
|
|
|
21
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$250K
|
+$249K
|
+6,848
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$234K
|
+$12.6K
|
+345
|
+6%
|
|
|
23
|
Blankinship & Foster
Solana Beach,
California
|
$230K
|
+$582
|
+16
|
+0.3%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$215K
|
+$123K
|
+3,393
|
+136%
|
|
|
25
|
WR Wealth Planners
Columbia,
Missouri
|
$133K
|
+$133K
|
+3,644
|
New
|
|
