|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$14.6M
|
-$22.7K
|
-423
|
-0.2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.49M
|
+$3.61M
|
+67,160
|
+128%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.34M
|
+$5.29M
|
+98,420
|
New
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$5.06M
|
+$319K
|
+5,942
|
+7%
|
|
|
5
|
|
$4.5M
|
+$3.11M
|
+57,839
|
+231%
|
|
|
6
|
Simplicity Wealth
Summit,
New Jersey
|
$4.2M
|
+$4.16M
|
+77,430
|
New
|
|
|
7
|
Park Avenue Securities
New York
|
$3.17M
|
+$3.14M
|
+58,372
|
New
|
|
|
8
|
Ariadne Wealth Management
Santa Barbara,
California
|
$3M
|
+$50.3K
|
+935
|
+2%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$2.34M
|
+$611K
|
+11,372
|
+36%
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.33M
|
+$658K
|
+12,245
|
+40%
|
|
|
11
|
Dixon Fnancial Services
Lafayette,
California
|
$790K
|
–
|
–
|
–
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$699K
|
–
|
–
|
–
|
|
|
13
|
Cloud Capital Management
Seattle,
Washington
|
$682K
|
+$676K
|
+12,574
|
New
|
|
|
14
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$589K
|
+$6.13K
|
+114
|
+1%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$574K
|
+$568K
|
+10,571
|
New
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$476K
|
+$88.5K
|
+1,647
|
+23%
|
|
|
17
|
Colorado Capital Management
Boulder,
Colorado
|
$418K
|
+$56.2K
|
+1,045
|
+16%
|
|
|
18
|
Cardiff Park Advisors
Carlsbad,
California
|
$382K
|
–
|
–
|
–
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$350K
|
–
|
–
|
–
|
|
|
20
|
LAM Group
Lake Oswego,
Oregon
|
$291K
|
-$24.2K
|
-450
|
-8%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$286K
|
-$3.84M
|
-71,504
|
-93%
|
|
|
22
|
Endeavor Private Wealth
Topeka,
Kansas
|
$275K
|
+$75.4K
|
+1,402
|
+38%
|
|
|
23
|
Haven Private
Orlando,
Florida
|
$227K
|
-$188K
|
-3,505
|
-46%
|
|
|
24
|
Integrity Wealth Solutions
Denver,
Colorado
|
$206K
|
+$204K
|
+3,798
|
New
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$204K
|
+$202K
|
+3,758
|
New
|
|
